Paraplanner

Posted:	03/09/26
Recruiter:	Integro Partners
Reference:	3167691043
Type:	Permanent
Salary:	£45,000 Annual
Location:	City, Liverpool
Description:	Paraplanner Location: North West (Hybrid) Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing? Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team. This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance. The Role Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients. Your responsibilities will include: Preparing detailed and compliant suitability reports Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning Supporting advisers with complex financial planning cases Producing clear and accurate recommendations that align with FCA Consumer Duty principles Managing and maintaining accurate client records and documentation Ensuring all work meets FCA regulations and internal compliance standards Working collaboratively with advisers and the wider support team to deliver an exceptional client experience About You To be successful, you'll have: At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments, protection, bonds and trusts Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable) Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience) Excellent report writing, research and analytical skills Strong organisational skills with exceptional attention to detail A proactive approach and a genuine passion for delivering high-quality financial planning What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including: 25 days annual leave, plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight enjoy a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Employee discounts and salary sacrifice benefits Referral bonus scheme Discretionary performance bonus Full financial support and study leave for professional qualifications Genuine opportunities for long-term career development If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you. Apply today for a confidential discussion.
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Paraplanner

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