Technical Paraplanner

Service Care Legal; Liverpool; On-site; GBP 40,000 - 45,000; Full time

Job summary

A well-established Financial Advisory in Liverpool seeks a Technical Paraplanner for a permanent position, offering a salary of £40,000 - £45,000 per annum. The role involves interpreting client information, conducting technical analysis on various financial products, and ensuring compliance while working closely with financial teams. Candidates should have a Level 4 financial services qualification and experience in paraplanning.

Benefits

£250 referral bonus

Qualifications

• Level 4 financial services qualification with working towards chartered status desirable.
• Proven experience in paraplanning or financial planning support roles.
• Strong analytical and technical skills, with attention to detail and precision.

Responsibilities

• Interpret fact finds, cashflows, and meeting notes to identify planning opportunities.
• Conduct in-depth technical analysis across pensions, tax planning, protection, and investments.
• Lead the preparation of suitability reports—initial, ongoing, and ad hoc.

Skills

Analytical skills

Attention to detail

Communication skills

Technical knowledge in pensions and investments

Education

Level 4 financial services qualification

Job description

Overview

Technical Paraplanner – Location: Liverpool – Contract: Permanent – Salary: £40,000 - £45,000 per annum – Start Date: Flexible

Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a well-established Financial Advisory in Liverpool to join the team on a permanent basis. This role is central to delivering high-quality advice, ensuring that every recommendation is technically sound, compliant, and tailored to client circumstances. You will work closely with Client Facing Paraplanners, Financial Planners, and Client Partners, providing the analytical expertise that underpins the advice process.

Responsibilities

• Interpret fact finds, cashflows, and meeting notes to identify planning opportunities and construct advice frameworks.
• Conduct in-depth technical analysis across pensions, tax planning, protection, and investments.
• Lead the preparation of suitability reports—initial, ongoing, and ad hoc.
• Project manage implementation cases through to sign-off, coordinating with advice and administrative teams.
• Prepare technical summaries, recommendation matrices, and investment comparisons.
• Use cashflow modelling software and risk profiling tools to support the advice process.
• Keep up to date with changes in regulation, tax law, and financial products.

Candidate Criteria

• Level 4 financial services qualification with working towards chartered status desirable
• Proven experience in paraplanning or financial planning support roles
• Strong analytical and technical skills, with attention to detail and precision
• Ability to interpret complex client information and produce accurate, high-quality outputs
• Great communication skills with the ability to work well on own initiative as well as part of a team

How to apply

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.