Paraplanner Work, Jobs in Knotty Ash (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
Experienced Paraplanner
Countrywide Financial Solutions —Lytham
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
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
Senior Paraplanner
RGH‑Global Limited —Knutsford
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Communication skills
2d
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave
Paraplanner
Hoxton Wealth —Liverpool
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
9d

Discover related jobs

Based on your search for paraplanner jobs.

Laboratory Assistant
Alex Stewart International —Aintree
Responsible for ensuring the Balance Room is maintained in a clean and tidy manner. As well as the above, the main form of assistance that this role entails…
From £24,784.50 a year
Quick apply
Port Operative
CLdN Ports Liverpool —Bootle
Experience of driving large vehicles and operating heavy plant and machinery would be advantageous. Founded in 1928, CLdN ensures reliable, cost-effective…
£29,000 - £35,000 a year
Quick apply
8d

I want to receive the latest job alerts for paraplanner in knotty ash

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

Refine Your Search

paraplanner jobs in knotty ash

Paraplanner

Experienced Paraplanner

Paraplanner

IFA Administrator

Senior Paraplanner

IFA Administrator

Paraplanner

Financial Planner

Leads Co-Ordinator & Financial Administrator

Discover related jobs

I want to receive the latest job alerts for paraplanner in knotty ash

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected