At a Glance
- Tasks: Conduct in-depth research and write detailed financial reports to support advisers.
- Company: Established financial planning firm with a strong reputation in Liverpool.
- Benefits: Salary up to £55,000, hybrid working, and a supportive team environment.
- Other info: Long-term career opportunity with excellent growth potential.
- Why this job: Join a collaborative team where your technical expertise is valued and recognised.
- Qualifications: Experience as a Paraplanner and strong knowledge of financial products required.
The predicted salary is between 55000 - 55000 £ per year.
We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice. This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued.
Key Responsibilities
- Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning.
- Conduct technical research and analysis to support financial advisers in developing client recommendations.
- Analyse client information and produce accurate cashflow modelling where required.
- Ensure all work complies with FCA regulations and internal compliance standards.
- Liaise with advisers, administrators, and product providers to ensure efficient case progression.
- Maintain up-to-date knowledge of financial products, legislation, and industry developments.
Requirements
- Proven experience working as a Paraplanner within a financial planning or wealth management firm.
- Strong technical knowledge across pensions, investments, and protection products.
- Experience writing high-quality suitability reports.
- Working towards or holding Level 4 Diploma in Financial Planning (or equivalent).
- Excellent analytical, organisational, and communication skills.
- High attention to detail and ability to manage multiple cases effectively.
What’s on Offer
- Salary up to £55,000 (depending on experience).
- Hybrid working arrangement.
- Supportive and collaborative team environment.
- Established client base and strong business reputation.
- Long-term career opportunity for a dedicated paraplanner.
Next Steps
If you’re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we’d love to hear from you. Apply now or get in touch to arrange a confidential discussion.
Senior Paraplanner: Technical Research & Report Specialist in Liverpool employer: United Cerebral Palsy of Georgia
Join a well-established financial planning firm in Liverpool, where your technical expertise as a Senior Paraplanner will be genuinely valued. Enjoy a supportive and collaborative team environment, with opportunities for long-term career growth and a hybrid working arrangement that promotes work-life balance. With a strong business reputation and an established client base, this role offers the chance to make a meaningful impact in the financial planning sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner: Technical Research & Report Specialist in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and protection products confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for opportunities that match your skills as a paraplanner. Tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism—qualities that are highly valued in our industry.
We think you need these skills to ace Senior Paraplanner: Technical Research & Report Specialist in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical knowledge in pensions, investments, and protection products to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about being a paraplanner. Share specific examples of your experience with report writing and technical research to grab our attention!
Showcase Your Attention to Detail:Since this role requires high attention to detail, make sure your application is free from typos and errors. A polished application shows us you take pride in your work and understand the importance of compliance.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Technical Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Be ready to discuss specific examples from your past experience where you've conducted technical research or written suitability reports. This will show that you’re not just familiar with the concepts but can apply them effectively.
✨Showcase Your Report Writing Skills
Since this role involves a lot of report writing, prepare to discuss your approach to creating detailed suitability reports. Bring along samples if possible, or be ready to explain how you ensure compliance with FCA regulations and internal standards in your reports.
✨Demonstrate Your Analytical Skills
Be prepared to talk about how you analyse client information and produce cashflow models. Think of a time when your analytical skills made a difference in a case and be ready to share that story. This will highlight your ability to manage multiple cases effectively.
✨Engage with the Team Spirit
This position is all about collaboration, so show your enthusiasm for working within a supportive team environment. Discuss how you’ve liaised with advisers and administrators in the past to ensure efficient case progression. This will demonstrate that you value teamwork and communication.
