Full job descriptionParaplanner

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.