Technical Paraplanner: Precision-Driven Financial Modeller

TheWealthPoint; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial advisory firm in Liverpool is seeking a Technical Paraplanner. This entry-level role involves constructing financial advice frameworks and performing deep analysis across pensions, tax, and investments. Candidates should be Level 4 qualified and enjoy working independently while supporting financial planners. The firm values precision, accountability, and teamwork, offering an environment committed to delivering high-quality advice and transforming clients' lives.

Qualifications

• Level 4 qualified and actively pursuing Chartered/CFP qualifications.
• Proven ability to conduct deep technical financial analysis.

Responsibilities

• Construct the advice framework based on client circumstances.
• Carry out technical analysis across various financial areas.
• Lead the creation and management of suitability reports.
• Project manage implementation cases through sign-off.

Skills

Analytical thinking

Attention to detail

Collaboration

Problem-solving

Technical analysis

Education

Level 4 qualification working toward Chartered / CFP

Tools

Cashflow modelling software

Risk profiling tools

Job description

A financial advisory firm in Liverpool is seeking a Technical Paraplanner. This entry-level role involves constructing financial advice frameworks and performing deep analysis across pensions, tax, and investments. Candidates should be Level 4 qualified and enjoy working independently while supporting financial planners. The firm values precision, accountability, and teamwork, offering an environment committed to delivering high-quality advice and transforming clients' lives.