Merseyside | Hybrid | Up to £40,000 per annum, depending on experience and qualifications
Permanent | Full-time | 3696187
About the Role
An excellent opportunity has arisen for a motivated and technically capable Paraplanner to join a supportive financial planning team, working closely with Partners and Financial Advisers to deliver high-quality financial advice and positive client outcomes.
This varied role will involve supporting the full financial advice process, from researching recommendations and preparing suitability reports to assisting with new business, ongoing client reviews and technical calculations.
You will take ownership of allocated cases, ensuring advice is accurately documented, compliant and progressed efficiently. The role offers exposure to a broad range of financial planning activities, making it an excellent opportunity for an experienced Paraplanner looking to further develop their technical knowledge and expertise.
Key Responsibilities
- Research financial products and prepare suitability reports, recommendation letters and supporting documentation
- Work closely with Partners and Financial Advisers to develop appropriate client recommendations
- Complete financial calculations, cashflow modelling and projections to support advice recommendations
- Prepare advice cycles and Client Fact Records (CFRs) for Business Assurance (BA) checking
- Obtain and review ceding scheme information, supporting documentation and calculations to ensure cases are ready for checking
- Prepare for client meetings, including presentation packs, meeting notes and relevant supporting information
- Support new business processing and ongoing advice activities, including client reviews, investment switches and drawdown reviews
- Manage allocated cases from start to completion, ensuring accuracy, compliance and adherence to agreed deadlines
- Maintain accurate client records and ensure all documentation meets regulatory and internal requirements
- Monitor case progress, chase outstanding information and ensure workflows remain on track
- Provide technical and administrative support to Financial Advisers throughout the advice process
- Keep up to date with industry developments, regulatory requirements and relevant professional training
About You
- Experience working within an FCA-regulated financial services environment
- A good understanding of the financial advice process and associated documentation
- Strong technical, analytical and problem-solving skills
- Excellent attention to detail and a commitment to accuracy and compliance
- Strong organisational skills, with the ability to manage multiple cases and competing priorities
- Confident written and verbal communication skills
- A proactive approach, with the ability to take ownership of tasks and work effectively both independently and within a team
- A CII Diploma in Regulated Financial Planning and/or an SJP Diploma Qualified Paraplanner qualification would be advantageous
Working Arrangements
The role offers a flexible hybrid working arrangement, with a 32.5-hour working week: office-based every Tuesday, one additional full day per week office-based on a mutually agreed day, and the remaining three days working from home or the office according to preference.
Salary and Benefits
- Salary of up to £40,000 per annum, depending on experience and qualifications
- 32.5-hour working week
- Hybrid working with flexibility over three working days
- Supportive team environment
- Exposure to a broad range of financial planning and paraplanning activities
- Opportunities for professional development and continued technical training
- Anticipated start date: January 2027
