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- 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.
- Why this job: Make a real impact by solving complex financial puzzles and improving lives.
- Qualifications: Level 4 qualified, with a passion for precision and analytical thinking.
- Other info: Join a collaborative team that values clarity, accountability, and curiosity.
The predicted salary is between 30000 - 42000 ÂŁ 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
Location: Liverpool, England, United Kingdom
Paraplanner in Liverpool employer: TheWealthPoint
Contact Detail:
TheWealthPoint Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at local events. Building connections can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Showcase your skills! Create a portfolio of your work, including any case studies or projects you've tackled. This will give potential employers a taste of your analytical prowess and attention to detail.
✨Tip Number 3
Prepare for interviews by practising common questions related to technical analysis and compliance. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Show Your Analytical Side: When writing your application, make sure to highlight your analytical skills. We want to see how you approach complex problems and how you dig deep into details—just like you would in the role of a Technical Paraplanner.
Be Precise and Clear: Clarity is key! Use straightforward language and avoid jargon where possible. We appreciate precision, so ensure your application reflects that by being concise and to the point while still showcasing your qualifications.
Demonstrate Your Curiosity: We love candidates who ask questions and dig deeper. In your application, share examples of how you've challenged assumptions or sought out additional information in past roles. This shows us you're not just ticking boxes!
Tailor Your Application: Make sure to tailor your application specifically for this role. Highlight relevant experiences and skills that align with the job description. And remember, applying through our website is the best way to get noticed!
How to prepare for a job interview at TheWealthPoint
✨Know Your Technical Stuff
As a Technical Paraplanner, you'll need to demonstrate your understanding of financial concepts. Brush up on pensions, tax planning, and investment strategies. Be ready to discuss how you would approach complex scenarios and showcase your analytical skills.
✨Showcase Your Attention to Detail
This role demands precision, so be prepared to highlight examples from your past work where attention to detail made a difference. Discuss how you ensure compliance and accuracy in your reports, and don’t shy away from sharing any challenges you faced and how you overcame them.
✨Emphasise Collaboration Skills
Even though you won’t be client-facing, collaboration is key. Talk about your experience working with teams, especially in financial settings. Share how you’ve contributed to team success and how you value input from others to enhance the quality of your work.
✨Demonstrate Curiosity and Problem-Solving
Being naturally sceptical and curious is a huge asset in this role. Prepare to discuss instances where you questioned assumptions or dug deeper into a problem. Show that you’re not just about ticking boxes but genuinely want to improve outcomes for clients.
