At a Glance
- Tasks: Lead a dynamic paraplanning team and set technical standards for financial advice.
- Company: Join AMS Group, a top UK accountancy firm with a collaborative culture.
- Benefits: Enjoy 25 days holiday, a bonus, health cash plan, and more perks.
- Other info: Be part of a diverse team committed to inclusivity and professional growth.
- Why this job: Shape the future of financial planning while advancing your career in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and extensive paraplanning experience required.
The predicted salary is between 50000 - 60000 £ per year.
Location: Liverpool
Working pattern: Full-time
About AMS Group
AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned. In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024).
About the role
This isn't a typical paraplanning role. We're looking for a Senior Technical Paraplanner to become the technical backbone of our financial planning division and the leader of our paraplanning team. You'll be joining a growing team that includes two diploma-qualified paraplanners and a junior paraplanner progressing through CII exams. What they need now is a senior figure who sets the standard, raises the bar and ensures every piece of advice we deliver is robust, compliant and genuinely in the client's best interests. This is a pure technical leadership position; you won't be in client meetings. Instead, you'll be the expert who turns insight into outstanding advice and shapes how the entire paraplanning function operates. As the business grows, so will this role, with a genuine pathway to a Head of Paraplanning position.
What you'll be doing
- Setting and upholding the technical standard for all advice produced within the firm
- Reviewing and quality assuring paraplanner output before it reaches advisers
- Coaching and developing the paraplanning team, supporting progression toward Diploma and AF level qualifications
- Building and maintaining processes, templates and checklists to improve consistency, accuracy and efficiency
- Interpreting fact finds, cashflow models and meeting notes to identify planning opportunities and shape advice strategy
- Conducting in-depth technical analysis across pensions (DB and DC), tax planning, protection and investments
- Leading the production of clear, personalised and technically robust suitability reports
- Project managing implementation cases through to completion, working with advisers, client partners and administrators
- Challenging advisers constructively where required acting as the final line of technical defence
- Staying current with regulatory changes, tax legislation and product developments and briefing the wider team accordingly
What you'll bring
- Level 4 Diploma in Regulated Financial Planning as a minimum, with strong progression toward Chartered status or already holding APFS/CFP
- 35+ years' paraplanning experience with genuine technical depth across pensions (DB & DC), tax planning, investments and protection
- Proven ability to build complex advice strategies independently, not just follow templates
- Strong experience producing high-quality, personalised and technically accurate suitability reports
- Confident using cashflow modelling, risk profiling tools and modern platform solutions
- Solid understanding of current regulation, tax rules and the wider financial planning landscape
- Chartered status (APFS or CFP) is a significant advantage
- Experience mentoring or leading other paraplanners is highly desirable
- Exposure to later life planning, decumulation strategies and sequence of returns risk is a bonus
What's on offer
- 25 days holiday plus an additional day off for your birthday
- Discretionary annual bonus
- Company pension scheme
- Health cash plan
- Enhanced parental pay and company sick pay
- Perkbox subscription
- One paid professional membership or subscription
- Cycle to work scheme
- Employee Assistance Programme
AMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Locations
Paraplanner Flexible Home Working in Cheshire, Warrington employer: AMS Group Accountants
AMS Group is an award-winning accountancy firm that prioritises employee development and well-being, offering a flexible home working arrangement for the Paraplanner role based in Liverpool. With a strong focus on technical excellence and a supportive work culture, employees benefit from comprehensive training opportunities, generous holiday allowances, and a range of health and wellness perks, making it an ideal environment for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Flexible Home Working in Cheshire, Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AMS Group Accountants. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner Flexible Home Working in Cheshire, Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AMS Group Accountants.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AMS Group Accountants's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AMS Group Accountants
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AMS Group Accountants.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AMS Group Accountants will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AMS Group Accountants employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
