Senior Paraplanner: Tech-Driven Wealth Planning (Remote)

James & Partners; Liverpool; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Remote/hybrid after onboarding

Professional qualifications support

Technology-enabled platform

Job summary

James & Partners in Liverpool seeks an experienced Paraplanner to join a growing wealth management team. The role offers hybrid/remote working after onboarding, with a total package around 60,000 including 50,000 base salary and a 10,000 bonus, reflecting strong technical exposure and career progression.

You will analyse client circumstances, prepare suitability reports, support pensions, drawdown and investments, and use cashflow tools to illustrate outcomes, partnering with advisers across

Qualifications

• Level 4 Diploma in Paraplanning or higher as a minimum.
• Approximately 4+ years of UK paraplanning/technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, pensions and cashflow modelling.

Responsibilities

• Analyse client facts and objectives to identify planning considerations.
• Prepare clear, compliant suitability reports and supporting research.
• Provide technical support across pensions, investments and estate planning.

Skills

Paraplanning experience (4+ years)

UK retirement planning knowledge

Technical reporting

Attention to detail

Education

Level 4 Diploma in Paraplanning

Tools

Cashflow modelling tools

Financial planning software

Job description

James & Partners in Liverpool seeks an experienced Paraplanner to join a growing wealth management team. The role offers hybrid/remote working after onboarding, with a total package around 60,000 including 50,000 base salary and a 10,000 bonus, reflecting strong technical exposure and career progression.

You will analyse client circumstances, prepare suitability reports, support pensions, drawdown and investments, and use cashflow tools to illustrate outcomes, partnering with advisers across