At a Glance
- Tasks: Analyse financial data and construct personalised advice frameworks for clients.
- Company: Dynamic financial planning firm focused on delivering high-quality advice.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Join a collaborative team that values clarity, accountability, and curiosity.
- Why this job: Be the analytical backbone of financial advice and make a real difference in clients' lives.
- Qualifications: Level 4 qualified, with a passion for precision and problem-solving.
The predicted salary is between 38250 - 46750 £ per year.
About the role
As a Technical Paraplanner, you’ll be the analytical force behind our financial advice.
You’ll take the lead on constructing the advice framework for each financial plan—digging deep into client circumstances, stress‑testing options, identifying issues, and ensuring the output is technically sound, compliant, and personalised.
You won’t be in meetings.
You’ll be in the background—collaborating with our Client Facing Paraplanners, Financial Planners, and Client Partners to make sure every recommendation is built on solid ground.
Your job is to protect the integrity of the advice and ensure we deliver outstanding outcomes, every time.
You’ll thrive in this role if you
- Take pride in precision and get satisfaction from solving complex puzzles.
- Prefer deep work over distractions and enjoy owning a case through to delivery.
- See every suitability report as a chance to improve someone’s life, not just tick a compliance box.
- Enjoy collaborating with financial planners but don’t want to be one.
- Are naturally sceptical—if something doesn’t make sense, you chase it down.
- Want to be part of a firm that values thinking time as much as client time.
- Are Level 4 qualified and working toward Chartered / CFP
- What you’ll be responsible for
- Interpreting fact finds, cashflows, and meeting notes to identify planning opportunities and construct the advice framework.
- Carrying out deep technical analysis across pensions, tax planning, protection, and investments.
- Leading the creation of suitability reports—initial, ongoing, and ad hoc.
- Project managing implementation cases through to sign‑off, liaising with the rest of the advice and admin team.
- Preparing technical summaries, recommendation matrices, and investment comparisons.
- Using cashflow modelling software and risk profiling tools to support the advice process.
- Keeping up to date with changes in regulation, tax law, and financial products.
- What great looks like
- You take ownership for the quality and rigour of your work—no cutting corners.
- You’re obsessed with getting it right the first time, but still open to challenge and feedback.
- You thrive in the background, enjoy complexity, and take pride in enabling others to shine.
- You’re not afraid to challenge advisers if something doesn’t stack up.
- You think like a planner, but act like an engineer.
- What we value
- Clarity: You make complex things clear.
- Rigour: You value precision and care about the detail.
- Accountability: You own your work and back yourself to deliver.
- Curiosity: You ask questions, test assumptions, and dig deeper.
- Team over ego: You know this is a team sport and collaborate accordingly.
This role is designed to be a technical specialist position, not a stepping stone into advising.
That said, you’ll be on the frontline of financial planning decisions, constantly growing your technical depth, and playing a vital part in transforming lives through high‑quality advice.
- Seniority level
- Entry level
- Employment type
- Full‑time
- Job function
- Finance and Sales
- #J-18808-Ljbffr
Paraplanner in Liverpool employer: TheWealthPoint
As a Technical Paraplanner in Liverpool, you will join a dynamic team that prioritises precision and collaboration, ensuring that every financial plan is meticulously crafted to improve clients' lives. The company fosters a culture of accountability and curiosity, providing ample opportunities for professional growth while valuing the importance of deep work over distractions. With a commitment to high-quality advice and a supportive environment, this role offers a unique chance to thrive as a technical specialist in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TheWealthPoint. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TheWealthPoint.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TheWealthPoint's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TheWealthPoint
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TheWealthPoint.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TheWealthPoint will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TheWealthPoint employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
