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For Companies At a Glance
- Tasks: Dive into complex financial planning and research with a dynamic advisory team.
- Company: Join a market-leading financial wellbeing specialist focused on employee futures.
- Benefits: Enjoy competitive pay, exposure to complex cases, and a collaborative work environment.
- Other info: Opportunities for mentoring and professional growth in a supportive team.
- Why this job: Make a real impact by transforming complex financial strategies into clear solutions.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 50000 - 65000 £ per year.
What Will You Be Doing
- Complex Financial Planning & Research: You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. Lead in-depth technical analysis and research across areas such as Inheritance Tax mitigation strategies, Trust structures and estate planning, Offshore investment bonds, Segmentation, assignments and withdrawals, Top-slicing relief and time apportionment rules. Transform complex technical structures into clear, effective planning strategies.
- Technical Advice & Suitability Reports: Prepare high-quality suitability reports for complex planning cases, including Pension crystallisation strategies, Estate and IHT planning, Trust and investment bond planning. Opportunities to step into the adviser role on specialist cases where appropriate.
- Cashflow Modelling: Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes, helping clients clearly visualise their financial future.
- Technical Leadership & Compliance: Provide technical sign-off and quality assurance on complex advice cases. Ensure all recommendations meet regulatory standards and Consumer Duty expectations. Act as a trusted technical authority within the advisory team.
- Mentoring & Development: Coaching paraplanners and advisers on complex planning areas, providing technical guidance on trusts and estate planning, raising overall technical capability across the business.
About You
You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners.
You’ll Bring:
- Significant experience as a Financial Planner or Technical Specialist
- Strong expertise in Inheritance Tax planning, trusts, and estate structures
- Confidence working with high-net-worth clients and professional intermediaries
- The ability to translate complex technical planning into clear, client-focused recommendations
- Excellent written and verbal communication skills
- A proactive and solutions-focused mindset
Qualifications
Essential: Level 4 Diploma in Regulated Financial Planning, Valid Statement of Professional Standing (SPS), or ability to obtain quickly
Highly Desirable: AF1 Tax & Trusts, STEP Certificate or Diploma
Systems Experience: Intelligent Office, Iress, CashCalc, Microsoft Office
Why Join? You’ll be working for a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Benefits include:
- Exposure to complex and intellectually rewarding financial planning work
- The opportunity to influence technical standards and advice delivery
- A collaborative environment with highly experienced financial planning professionals
- The chance to develop further as a trusted technical authority
- An excellent remuneration and benefits package is offered.
Financial Planner/Technical Paraplanner in Liverpool employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner/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 dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work or case studies to interviews. We want to see how you’ve tackled complex financial scenarios and the impact you’ve made.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planner/Technical Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in complex financial planning and technical analysis. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise in areas like Inheritance Tax and estate planning.
Showcase Your Communication Skills: Since you'll be preparing suitability reports and working with high-net-worth clients, it's crucial to demonstrate your excellent written communication skills. Use clear and concise language in your application to reflect how you can translate complex concepts into client-friendly recommendations.
Highlight Your Technical Expertise: We’re looking for someone with significant experience in financial planning, so make sure to emphasise your qualifications and any relevant certifications. Mention your familiarity with tools like Intelligent Office or Iress, as this will show us you're ready to hit the ground running.
Apply Through Our Website: To ensure your application gets the attention it deserves, please apply directly through our website. This way, we can easily track your application and get back to you faster. Plus, it shows us you're keen on joining the StudySmarter team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Technical Stuff
Make sure you brush up on your knowledge of Inheritance Tax, trusts, and estate planning. Be ready to discuss specific strategies and how they can benefit high-net-worth clients. This will show that you’re not just familiar with the concepts but can also apply them in real-world scenarios.
✨Prepare for Scenario Questions
Expect to be asked about complex financial situations. Think through a few examples where you've successfully navigated tricky planning cases. Use these to demonstrate your problem-solving skills and how you can translate complex technicalities into clear, actionable advice for clients.
✨Showcase Your Communication Skills
Since you'll be preparing suitability reports and working with clients, it’s crucial to convey your ideas clearly. Practice explaining complex concepts in simple terms. This will highlight your ability to communicate effectively with both clients and colleagues.
✨Demonstrate Your Collaborative Spirit
This role involves working closely with advisers and technical specialists. Be prepared to discuss how you’ve successfully collaborated in the past. Share examples of mentoring others or leading projects, as this will show you’re a team player who can contribute to a positive work environment.