Paraplanner Work, Jobs in Liverpool (with Salaries)

Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
6d
Paraplanner
Hoxton Wealth —Liverpool
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Experienced Paraplanner
Countrywide Financial Solutions —Lytham St. Annes
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
6d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme

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Paraplanner

RGH‑Global Limited
Liverpool

Apply Now

Job details

Permanent | Full-time
£35,000 - £50,000 a year
6 days ago

Benefits

Company pension
Private medical insurance
Employee discount
Referral programme

Qualifications

Pension
IT
Estate planning
Communication skills

Full job description

Paraplanner

Growing Independent Financial Planning Firm
Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits

The Opportunity

A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, forward-thinking business that delivers high-quality, holistic advice to clients across the UK.

You’ll play a key role in supporting advisers, producing detailed research, and preparing well-constructed advice reports that make a real difference to client outcomes.

What You’ll Be Doing

Preparing high-quality suitability reports and technical research
Analysing client information and existing financial arrangements
Supporting advisers across a wide range of advice areas including pensions, investments, protection, and tax planning
Getting involved in more complex planning such as trusts, estate planning, and IHT mitigation
Preparing cashflow models and scenario planning
Ensuring all advice is compliant, detailed, and clearly communicated
Working closely with colleagues to deliver an excellent client experience

This is a varied, hands-on role with exposure to both straightforward and complex cases.

Skills

Essential:

3+ years experience in a paraplanning role
Strong technical knowledge of pensions, investments, protection, tax planning, and trust structures
Confident writing detailed, accurate, and compliant financial planning reports
Able to manage a busy workload and meet deadlines
Excellent written and verbal communication skills
High level of accuracy and attention to detail

Desirable:

Level 4 Diploma (or close to achieving it)
Experience with estate planning, IHT strategies, and business protection
A proactive, team-focused attitude and willingness to support continuous improvement
Familiarity with cashflow modelling tools and research systems

Whats On Offer

Salary up to £50,000 (depending on experience), plus discretionary performance-related bonus
25 days holiday + bank holidays + birthday off
Paid Christmas shutdown

Employer pension contribution
Death in Service
Private Medical Insurance
Health Cash Plan (dental, optical & more)
Employee discounts and wellbeing programme
Financial support and study leave for qualifications
Referral bonus scheme

Apply Now

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paraplanner jobs in liverpool

Paraplanner

Paraplanner

Experienced Paraplanner

Paraplanner (Chorley)

IFA Administrator

Financial Adviser (Warrington)

Financial Adviser (Chorley)

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