Paraplanner Work, Jobs in Halkyn, Fln (with Salaries)

Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- Writing skills
- Communication skills
- Employee discount
- Referral programme
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
7d
Paraplanner
Hoxton Wealth —Liverpool
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave

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Financial Administration Assistant (to cover maternity leave)
Rees Astley IFA Limited —Newtown
Provide clerical support to the Financial administrators as required to include new business processing, valuation reports, fund switches etc.
£23,132 - £25,000 a year
Quick apply
1d
Wealth Management Administrator
RGH‑Global Limited —Liverpool
Processing new business and liaising with relevant external administration teams. Handling client and provider enquiries via phone, email, and letter.
£26,000 - £28,000 a year

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Paraplanner

RGH‑Global Limited
Liverpool

Apply Now

Job details

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

Benefits

Company pension
Private medical insurance
Employee discount
Referral programme

Qualifications

Pension
Report generation
Suitability report preparation
Writing skills
Financial report writing
Scenario modelling
Financial analysis
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 halkyn, fln

Paraplanner

IFA Administrator

Leads Co-Ordinator & Financial Administrator

Paraplanner

IFA Administrator

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