Senior Paraplanner - Remote/Hybrid, Tech-Driven Wealth Planning

James and Partners; Liverpool; Ibrido; GBP 50.000 - 60.000; Tempo pieno

Descrizione del lavoro

James and Partners is recruiting an experienced Paraplanner in Liverpool. You will work with Financial Advisers to deliver technical planning, assess client circumstances, and prepare precise, compliant reports.

The role emphasizes robust pensions knowledge, cross-border considerations and collaborative cross-team support. Ideal candidates hold a Level 4 Diploma and have 4+ years UK paraplanning experience.

Competenze

• Minimum Level 4 Diploma in a relevant field.
• Around 4+ years of UK paraplanning/technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, pensions and investments.
• Excellent written skills, technical judgement and attention to detail.
• Experience with international/expatriate clients is advantageous but not essential.

Mansioni

• Take ownership of technical planning work behind client recommendations.
• Analyse fact finds, objectives and client circumstances to identify planning considerations and gaps.
• Prepare clear, compliant suitability reports and supporting research.
• Provide technical support across pensions, drawdown, investments and inheritance planning.
• Use cashflow modelling and planning tools to test scenarios and illustrate outcomes.
• Collaborate with advisers and other teams on complex cross-border cases.
• Assist in improving templates, processes and technology as the paraplanning function scales.

Conoscenze

Paraplanning

Financial Planning

Cashflow Modelling

Retirement Planning

Cross-border planning

Formazione

Level 4 Diploma

Descrizione del lavoro

James and Partners is recruiting an experienced Paraplanner in Liverpool. You will work with Financial Advisers to deliver technical planning, assess client circumstances, and prepare precise, compliant reports.

The role emphasizes robust pensions knowledge, cross-border considerations and collaborative cross-team support. Ideal candidates hold a Level 4 Diploma and have 4+ years UK paraplanning experience.