Paraplanner – North West (Hybrid)

💰 Salary: Up to £50,000 DOE

📍 Location: Liverpool or Southport office (Hybrid)

🕒 Full-time, Permanent

Company Overview

A highly respected Independent Financial Adviser (IFA) firm delivering tailored, client-centric financial planning. Our expertise spans pensions, investments, and inheritance tax (IHT) planning, and we pride ourselves on delivering advice that truly aligns with the FCA’s Consumer Duty principles.

As we continue to grow, we’re looking for an experienced Paraplanner to join our dynamic team and play a key role in helping clients achieve long-term financial well-being.

Role Overview

We’re seeking a detail-oriented, knowledgeable, and proactive Paraplanner with strong experience supporting advisers within a UK IFA environment.

This role involves producing high-quality financial plans, conducting in-depth research, and working closely with advisers to deliver exceptional outcomes, particularly in the areas of pensions, investment advice, and inheritance tax planning.

You will be based from either our Liverpool or Stockport office, with hybrid flexibility.

Key Responsibilities

📄 Financial Planning & Report Writing

• Produce detailed financial plans, suitability reports, and recommendations.
• Ensure all advice aligns with FCA regulations and Consumer Duty expectations.

🔍 Research & Technical Support

• Conduct comprehensive product, investment, and tax research.
• Work heavily across pensions, investments, bonds, trusts, and complex IHT solutions (AIM, BR, etc.).

🤝 Adviser Collaboration

• Communicate closely with advisers to understand client objectives.
• Support onboarding, case preparation, and the advice process.

📁 Compliance & File Management

• Maintain compliant, accurate client files.
• Ensure all advice meets internal and FCA standards.

💼 Team Support

• Collaborate with wider teams to ensure seamless client service.
• Support process improvements where needed.

Key Requirements

🎓 Experience & Qualifications

• 3–5 years paraplanning experience within a UK IFA firm.
• Level 4 Diploma (DipPFS or equivalent) or close to completion with strong experience.
• Solid knowledge across a range of wrappers: pensions, bonds, trusts.
• Experience with more complex IHT planning (AIM, BR) is highly desirable.
• Strong understanding of FCA regulation & Consumer Duty.

🛠 Skills

• Excellent analytical ability and report-writing skills.
• Exceptional attention to detail.
• Ability to explain complex concepts clearly.
• Strong organisational skills with the ability to manage multiple deadlines.
• Proficiency with financial planning software & MS Office.

⭐ Personal Attributes

• Professional, proactive, and self-motivated.
• Client-centric mindset.
• Strong team player.
• Able to work independently in a fast-paced environment.

Why Join Us?

✨ Highly competitive salary – up to £50,000 DOE

✨ Hybrid working from Liverpool or Southport office

✨ 9-day working fortnight – a paid day off every other week

✨ 25 days holiday + birthday off + bank holidays

✨ Paid Christmas shutdown

✨ 5% employer pension contribution (via salary sacrifice)

✨ Death in Service – 10x salary

✨ Private Medical Insurance

✨ Cash Plan for dental, optical & health benefits

✨ Salary sacrifice schemes & employee discounts

✨ Study support & paid exam leave for further qualifications

✨ Team bonus scheme & referral incentives

✨ Supportive culture with real long-term career progression

If you’re a dedicated Paraplanner looking for a progressive firm, exceptional benefits, and the chance to work across complex, meaningful financial planning, we’d love to hear from you.