At a Glance
- Tasks: Prepare financial advice reports and support advisers with technical guidance.
- Company: National financial planning firm with a focus on client satisfaction.
- Benefits: 28 days holiday, private medical insurance, and a 10% annual bonus.
- Other info: Hybrid work options and full support for professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and knowledge of financial services required.
The predicted salary is between 42500 - 45000 £ per year.
Our national Financial Planning client is recruiting experienced Paraplanners to join their regional Liverpool offices.
Overview
The national paraplanning team is responsible for preparing and submitting advice pre‑approval forms and suitability reports. You will provide technical guidance to financial advisers to ensure clients receive excellent financial advice.
Responsibilities
- Preparing pre‑approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
- Providing accurate, timely and compliant suitability reports
- Utilising all technology to produce accurate solutions for clients
- Carrying out relevant financial calculations on behalf of the advisers
- Proactively self‑developing and understanding industry changes
- Ensuring advice documentation is compliant with FCA guidelines and additional compliance requirements
- Effectively communicating at all times internally and externally
- Working with advisers to gather sufficient client information, delegating appropriate tasks to the Client Administration Team
- Understanding and applying all of the company’s research systems
- Providing clear and concise instructions to the Client Administration Team to ensure proposals and documentation are correctly completed
Qualifications
- Strong written and verbal communication skills
- Good organisational skills
- Confidence using Microsoft Office and ability to learn new systems and processes
- Working knowledge/experience of the financial services industry and suitability reports
- Comprehensive knowledge of a wide range of financial products and services
- Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied
- Confidence undertaking research required to assess advice, including preparation of tax calculations (e.g., capital gains tax, inheritance tax, chargeable events on life assurance products)
- Experience of working within defined service standards and procedures with knowledge of regulatory requirements, particularly around suitability and delivery of advice
- Track record of delivering customer satisfaction
- Level 4 Diploma or close to passing exams
Benefits
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Pension
- 10% company annual bonus
- Progression
- Hybrid/Work from home
- Full support for further professional qualifications, CPD
Details
Location: Liverpool, Merseyside
Salary: £42,500 – £45,000 per year
Job type: Permanent
Posted: 17/10/2025
Paraplanner in Liverpool employer: Recruit Wealth Limited
Join a leading national Financial Planning firm in Liverpool, where we prioritise employee growth and well-being. With a supportive work culture that encourages professional development through further qualifications and a generous benefits package including private medical insurance and a 10% annual bonus, we ensure our Paraplanners thrive in their roles while delivering exceptional service to clients. Experience a fulfilling career in a dynamic environment that values compliance, teamwork, and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as Paraplanners. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at a networking event or an interview, bring along examples of your work. This could be suitability reports or any financial calculations you've done – it’ll help you stand out!
✨Tip Number 3
Stay updated on industry trends! Make sure you're aware of the latest changes in financial regulations and products. This knowledge will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows us you’re serious about joining our team!
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with suitability reports and compliance, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Show Off Your Communication Skills:Since strong written communication is crucial for this role, ensure your application is clear and concise. Use professional language but keep it friendly – we love a bit of personality! Remember, this is your chance to impress us with your writing style.
Highlight Relevant Experience:Don’t forget to mention any previous experience in financial services or paraplanning. If you've worked on preparing pre-approval documentation or suitability reports, let us know! We’re keen to see how your background fits with our needs.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the easiest way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we value at StudySmarter!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Be ready to discuss how you would prepare pre-approval documentation and suitability reports, as well as any relevant compliance guidelines. This shows that you're not just familiar with the role but also passionate about delivering excellent financial advice.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so think about how you can simplify these for clients or colleagues. A mock interview with a friend could help you refine your delivery.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Discuss how you prioritise work and ensure compliance with service standards. This will highlight your ability to handle the responsibilities of a Paraplanner effectively.
✨Be Ready for Technical Questions
Expect questions that test your understanding of financial calculations and research systems. Brush up on tax calculations like capital gains and inheritance tax, and be prepared to discuss how you would approach complex cases. Showing confidence in your technical abilities will set you apart.
