Paraplanner
🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Liverpool
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£45,000 / year
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Suitability Reports
Technical Research
Cashflow Modelling
Financial Planning
Pension Planning
Investment Analysis
Compliance Standards
Client Servicing
FULL DESCRIPTION
Paraplanner
Location: Liverpool | Salary: £38,000 - £45,000 | Work Type: Hybrid | Job Type: Full-time | Experience Level: Mid-Senior level
Key Responsibilities
- Preparing suitability reports and recommendations across pensions, investments, retirement planning, and protection
- Conducting technical research and product analysis
- Producing cashflow modelling and financial planning projections
- Assisting with client reviews and ongoing servicing
- Ensuring all advice documentation meets regulatory and compliance standards
- Liaising with providers, platforms, and internal administration teams
- Keeping up to date with regulatory, legislative, and product changes
Skills & Experience Required
- Previous experience in a paraplanner or technical support role within financial planning
- Strong knowledge of UK financial planning, pensions, investments, and protection
- Excellent written and verbal communication skills
- High attention to detail and strong organisational skills
- Ability to work independently and as part of a team
Additional Information
Hybrid working 3 days from home 2 days office (Liverpool). £40,000 - £45,000. For more details please apply or contact Tegan at [Employer hidden — sign up to reveal].
Original posting by [Employer hidden — sign up to reveal] – [Employer hidden — sign up to reveal]
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