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, health cash plan, and a discretionary annual bonus.
- Other info: Pathway to Head of Paraplanning role with excellent career growth opportunities.
- Why this job: Shape the future of financial planning and make a real impact in a growing team.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and extensive paraplanning experience required.
The predicted salary is between 50000 - 65000 £ 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
- 3-5 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.
Senior Technical Paraplanner in Liverpool employer: AMS Group Accountants
AMS Group is an exceptional employer, recognised as one of the best accountancy firms to work for in the UK, offering a supportive and inclusive work culture that prioritises employee development. With a strong focus on technical excellence and a clear pathway for career progression, particularly for the Senior Technical Paraplanner role, employees benefit from comprehensive training opportunities, competitive benefits including generous holiday allowances, and a commitment to work-life balance in the vibrant city of Liverpool.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Technical Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Technical Paraplanner role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your technical knowledge in-depth during interviews. We want to hear how you’ve tackled complex advice strategies and how you keep up with regulatory changes. This is your chance to shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. We can’t stress enough how important it is to articulate your experience and skills clearly.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on the opportunity to join our fantastic team!
We think you need these skills to ace Senior Technical Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Technical Paraplanner role. Highlight your technical expertise in pensions, tax planning, and investments, as well as any leadership experience you have.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for paraplanning and how your experience aligns with our mission at AMS Group. Don't forget to mention your journey towards Chartered status!
Showcase Your Technical Skills:In your application, be sure to highlight your ability to produce high-quality suitability reports and your experience with cashflow modelling. We want to see how you can contribute to our team's success and uphold our technical standards.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at AMS Group Accountants
✨Know Your Technical Stuff
As a Senior Technical Paraplanner, you'll need to demonstrate your deep understanding of pensions, tax planning, and investments. Brush up on the latest regulations and be ready to discuss how you've applied your technical knowledge in past roles.
✨Showcase Your Leadership Skills
This role involves coaching and developing a team, so be prepared to share examples of how you've mentored others. Highlight any experience you have in leading paraplanning teams or projects, and how you’ve set standards for quality and compliance.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to build complex advice strategies. Think of specific scenarios where you had to interpret client information and turn it into actionable advice, and be ready to explain your thought process.
✨Demonstrate Your Commitment to Continuous Learning
With the financial landscape constantly changing, show that you're proactive about staying current. Discuss any recent training, certifications, or professional memberships you've pursued, and how they enhance your ability to provide top-notch advice.
