At a Glance
- Tasks: Support Financial Advisers by analysing client needs and preparing financial planning documentation.
- Company: Rapidly growing international wealth management firm with a focus on technology and quality.
- Benefits: Competitive salary of £50,000 plus £10,000 bonus, with remote working options.
- Other info: Collaborative environment with opportunities for professional growth and modern technology.
- Why this job: Gain strong technical exposure and a pathway into financial advice while making a real impact.
- Qualifications: Level 4 Diploma and 4+ years of paraplanning experience required.
Paraplanner
Package: £50,000 basic + £10,000 bonus (c.£60,000 package)
My client is a rapidly growing international wealth management business building a high-performing UK paraplanning function around quality, consistency and technology.
The business supports both UK and internationally mobile clients and is investing heavily in systems that reduce lower-value administration so technical professionals can spend more time on analysis, strategy and adviser partnership.
This opportunity is designed for an experienced Level 4 Paraplanner who wants strong technical exposure, remote flexibility and a credible route into advice.
The Role
- Work in a close support pod alongside Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
- Analyse fact finds, objectives, existing arrangements and client circumstances to identify planning considerations, information gaps and suitable strategies.
- Prepare clear, compliant and client-friendly suitability reports, financial planning documentation and supporting research.
- Provide technical support across pensions and retirement planning, including defined benefit and defined contribution knowledge, drawdown, investments, tax-aware structuring and inheritance / estate planning considerations.
- Use cashflow modelling and digital planning tools to test scenarios, illustrate outcomes and strengthen the planning conversation.
- Work collaboratively with advisers, compliance and specialist teams on more complex cases, including clients with cross-border or expatriate circumstances.
- Contribute to improving templates, processes and technology as the UK paraplanning function continues to scale.
About You
- Level 4 Diploma qualified as a minimum.
- Around 4+ years of genuine UK paraplanning / technical financial planning experience.
- Strong knowledge of retirement planning, drawdown, DB and DC pensions, investments, inheritance planning and cashflow modelling.
- Excellent written skills, technical judgement and attention to detail, with the confidence to challenge or refine an adviser strategy where appropriate.
- Experience with international / expatriate clients, QROPS or cross-border planning would be highly attractive but is not essential.
- Ambitious, collaborative and comfortable working in a fast-paced business that is growing quickly and continuing to modernise its advice process.
Package & Progression
- £50,000 basic salary plus a £10,000 performance bonus, giving a target package of approximately £60,000.
- Full support for further professional qualifications and technical development.
- A clear progression route into Financial Advice / client servicing for those who want to move beyond Paraplanning.
- Exposure to a modern, technology-enabled advice platform and a client base that includes complex UK and internationally mobile wealth
Paraplanner in Liverpool employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like James & Partners. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from James & Partners.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like James & Partners. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in James & Partners and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show James & Partners how you can be a team player!
How to prepare for a job interview at James & Partners
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with James & Partners.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with James & Partners's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
