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For Companies At a Glance
- Tasks: Lead complex financial planning and provide technical advice to high-value clients.
- Company: Join a market-leading financial wellbeing specialist with a collaborative culture.
- Benefits: Competitive salary, excellent benefits, and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while mentoring the next generation.
- Qualifications: Experience as a Senior Paraplanner and strong expertise in tax and estate planning.
- Other info: Dynamic role with exposure to intellectually rewarding financial cases.
The predicted salary is between 36000 - 60000 £ per year.
Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. 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. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity.
Why This Role is Different
This is not a traditional paraplanning role. You will have the opportunity to:
- Work on complex and intellectually stimulating financial planning cases
- Play a strategic technical partner role to advisers
- Provide regulated advice on specialist cases
- Mentor and develop the next generation of paraplanners and advisers
- Influence technical standards and planning strategy across the business
- Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.
What You’ll Be Doing
Complex Financial Planning & Research
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
You’ll be responsible for transforming 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
You will also have the opportunity 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
Support the development of colleagues by:
- Coaching paraplanners and advisers on complex planning areas
- Providing technical guidance on trusts and estate planning
- Helping raise the overall technical capability across the business
Continuous Improvement
Identify opportunities to improve paraplanning processes, efficiency and technical standards.
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 Senior Paraplanner or Technical Specialist
- Strong expertise in Inheritance Tax planning, trusts, and estate structures
- Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants
- 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
Experience using financial planning tools such as:
- Intelligent Office
- Iress
- CashCalc
- Microsoft Office
Why Join?
You’ll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you’ll benefit from:
- 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 and you’ll be working for a recognised Sunday Times "best places to work". The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Senior Paraplanner & Technical Advisor in Liverpool employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner & Technical Advisor in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Dive deep into topics like Inheritance Tax and trust structures, so you can confidently discuss how you’d tackle complex cases. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and expertise. Check out our website for roles that excite you and fit your skills. Tailor your approach to each company to stand out from the crowd!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Senior Paraplanner & Technical Advisor 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. We want to see how your skills align with the specific requirements of the Senior Paraplanner & Technical Advisor role.
Showcase Your Expertise: Don’t hold back on detailing your technical knowledge, especially in areas like Inheritance Tax and estate planning. We’re looking for someone who can demonstrate their ability to tackle sophisticated financial challenges.
Be Clear and Concise: When writing your application, clarity is key! Use straightforward language to explain your past experiences and achievements. We appreciate a well-structured application that’s easy to read.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the quickest way for us to receive your application and start the conversation!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Technical Stuff
Make sure you brush up on your knowledge of complex financial planning areas like Inheritance Tax and trust structures. Be ready to discuss specific strategies you've implemented in the past, as this role demands a high level of technical expertise.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenging financial scenarios. Highlight your ability to transform complex issues into clear, actionable strategies, as this will demonstrate your fit for the role's focus on innovative client solutions.
✨Communicate Clearly
Practice explaining intricate financial concepts in simple terms. Since you'll be working closely with clients and advisers, being able to convey your ideas clearly is crucial. Consider doing mock interviews to refine your communication skills.
✨Emphasise Mentorship Experience
If you've had experience mentoring others, make sure to bring it up. This role involves developing the next generation of paraplanners, so showcasing your ability to coach and guide others will set you apart from other candidates.