Paraplanner
Liverpool | Hybrid – 2 days in the office | Up to £45,000 + bonus
This is a strong opportunity for an experienced Paraplanner who wants to be involved in the technical substance of financial planning rather than simply receiving instructions and producing reports.
You will have the opportunity to carry out research and analysis, build cashflow plans and work collaboratively with advisers on recommendations, while joining an established paraplanning function with exposure to a varied range of clients and cases.
The Business
You will be joining an established, directly authorized independent financial planning business providing advice to private clients.
The firm has a developed support structure around its advisers, including dedicated paraplanning, administration and investment expertise. It has also invested in its own technology and back-office systems, with the aim of allowing its people to spend more time on valuable financial planning work.
The business places a clear emphasis on developing its people, with structured opportunities for those who want to progress their careers. Employees also participate in the longer-term success of the business through a share option scheme.
The Role
As a Paraplanner, you will work closely with Financial Advisers to help develop appropriate recommendations for their clients.
Rather than being restricted to report writing, your work will include:
- Carrying out technical and product research
- Analyzing clients' existing arrangements and potential solutions
- Preparing cashflow plans and forecasts
- Producing suitability reports and supporting documentation
- Working with advisers to help shape financial planning recommendations
- Supporting cases across a variety of clients and financial planning needs
The paraplanning function operates on a pooled basis, giving you exposure to different advisers and a broader variety of work rather than being tied exclusively to one individual.
For somebody who ultimately wants to become a Financial Adviser, there is also a potential progression route. Paraplanners within the business have previously moved into adviser positions.
What they are looking for
You should be an experienced Paraplanner who is comfortable taking genuine technical responsibility for your work.
You will need:
- Previous paraplanning experience within financial planning
- Level 4 financial planning qualifications
- Strong technical research and analytical skills
- Experience producing suitability reports
- The ability to work collaboratively with advisers on client recommendations
- Good written communication and attention to detail
Experience of cashflow planning and an interest in the wider financial planning process will be particularly relevant to the role.
Benefits
- Salary up to £45,000 depending on experience
- Annual discretionary bonus of up to 10%
- Employee share options
- 25 days' holiday plus bank holidays
- Your birthday off
- Hybrid working – 2 days per week in the office
- Flexible start and finish times, including 9am–5:30pm or 8am–4:30pm
- Life assurance
- Income protection
- Longer-term career development opportunities
Applying
If you are an experienced Paraplanner looking for a role where you can contribute more broadly to the advice process, apply today.
Finlink will be in touch for a confidential conversation about the opportunity and, if it looks like the right fit, will support you throughout the interview process.
Paraplanner in Liverpool employer: Finlink Ltd Careers
Join a dynamic and expanding team as a Trainee Mortgage Advisor, where your ambition and sales experience will be rewarded with structured training and clear pathways for career progression. Located in a vibrant area, the company fosters a supportive work culture that prioritises employee development, offering competitive salaries, generous commission structures, and comprehensive benefits including pension and life insurance. This is an excellent opportunity for those looking to build a meaningful career in financial services while being part of a thriving business that values its employees.
