Paraplanner

Paraplanner Liverpool | Hybrid working | £40,000–£45,000 We are recruiting on behalf of an established independent financial planning firm seeking an experienced Paraplanner to join its Liverpool team. This is an excellent opportunity for a technically capable paraplanner who wants to work on varied and often complex planning cases while benefiting from hybrid working and a genuine nine-day fortnight—with an additional paid day off every two weeks. The role Working closely with the firm’s financial advisers, you will provide high-quality technical support across pensions, investments, protection, bonds, trusts and inheritance tax planning. Your responsibilities will include: Preparing clear, accurate suitability reports and financial planning recommendations

Conducting technical research and comparing suitable products and solutions

Supporting complex pension, investment and inheritance tax planning cases

Reviewing client objectives and ensuring recommendations are appropriate

Maintaining complete and accurate client files

Ensuring all work meets FCA regulations, Consumer Duty requirements and internal compliance standards

Communicating effectively with advisers to progress cases efficiently

Supporting the wider team in delivering a consistently high standard of client service

What we’re looking for At least three years’ paraplanning experience within a UK IFA or financial planning firm

Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

Applications may also be considered from experienced candidates who are close to achieving Level 4

Broad technical knowledge across pensions, investments, protection, bonds and trusts

A strong understanding of inheritance tax planning

Experience with AIM portfolios, Business Relief solutions or other complex IHT planning would be advantageous

Sound knowledge of FCA regulations and Consumer Duty

Strong written communication and report-writing skills

Excellent attention to detail and the ability to manage competing deadlines

Confidence using financial planning software and Microsoft Office

Salary and benefits Salary of £40,000–£45,000

Hybrid working

Nine-day working fortnight , providing one additional paid day off every two weeks without increasing daily hours or affecting salary or holiday entitlement

25 days’ annual leave

Birthday off

Bank holidays

Additional paid leave during the Christmas shutdown

Discretionary performance bonus

5% employer pension contribution through salary sacrifice

Employer National Insurance savings paid into your pension

Death-in-service cover worth 10 times your basic salary

Private medical insurance

Health cash plan covering dental, optical and additional healthcare costs

Employee discount and benefits programmes

Financial support and study leave for further professional qualifications

Employee referral bonus scheme

This position would suit an experienced paraplanner looking for technical variety, strong benefits and a working pattern that offers considerably more time away from work without sacrificing salary or annual leave.