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Paraplanner

Posted: 13/05/26
Recruiter:Integro Partners
Reference:3108794666
Type:Permanent
Salary:£45,000 - £55,000 Annual
Location:City, Liverpool
Description: Paraplanner Liverpool (Jamaica Street) Up to £55,000

Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice.
This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued.

Key Responsibilities
  • Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning
  • Conduct technical research and analysis to support financial advisers in developing client recommendations
  • Analyse client information and produce accurate cashflow modelling where required
  • Ensure all work complies with FCA regulations and internal compliance standards
  • Liaise with advisers, administrators, and product providers to ensure efficient case progression
  • Maintain up-to-date knowledge of financial products, legislation, and industry developments
Requirements
  • Proven experience working as a Paraplanner within a financial planning or wealth management firm
  • Strong technical knowledge across pensions, investments, and protection products
  • Experience writing high-quality suitability reports
  • Working towards or holding Level 4 Diploma in Financial Planning (or equivalent)
  • Excellent analytical, organisational, and communication skills
  • High attention to detail and ability to manage multiple cases effectively
What s on Offer
  • Salary up to £55,000 (depending on experience)
  • Hybrid working arrangement
  • Supportive and collaborative team environment
  • Established client base and strong business reputation
  • Long-term career opportunity for a dedicated paraplanner
Next Steps If you re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we d love to hear from you.

Apply now or get in touch to arrange a confidential discussion.

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