Vacancy Detail
Paraplanner
Recruit Wealth are delighted to be representing once again our well-established and highly respected Financial Planning client that is committed to improving the financial wellbeing of its clients through truly holistic, independent advice.
This is an excellent opportunity for an experienced Paraplanner to join a forward-thinking business that places quality, client outcomes and long-term relationships at the centre of everything they do.
You’ll be part of a collaborative and professional environment where your technical expertise is valued and your development is fully supported.
The Role
As a Paraplanner, you will play a pivotal role in supporting Financial Advisers by delivering high-quality technical and client-focused work.
You will be responsible for producing detailed suitability reports, conducting in-depth research, and ensuring all recommendations align with client objectives and regulatory standards.
This is a varied, technical role that requires strong analytical ability, attention to detail and the confidence to interpret complex financial information, playing a vital part in the advice process!
Key Responsibilities
- Preparing accurate and compliant suitability reports and client documentation within agreed timescales
- Conducting technical and product research to support financial planning recommendations
- Analysing existing client arrangements and contributing to review processes
- Working closely with Financial Advisers to fully understand client objectives, needs, and financial circumstances
- Ensuring all work meets regulatory standards and internal compliance procedures
- Responding to client and adviser queries with clear, accurate, and professional communication
- Supporting annual review processes in line with service level agreements
- Maintaining up-to-date knowledge of financial products, taxation, and legislation
- Ensuring all CPD requirements are met and recorded
About You
We’re looking for an experienced Paraplanner who thrives in a fast-paced, professional, collaborative environment and takes pride in delivering high-quality work.
You will ideally have:
- Previous experience as a Paraplanner within an IFA/Financial Planning environment
- Strong technical knowledge across pensions, investments and tax planning
- Excellent report writing skills with the ability to communicate complex information clearly
- A solid understanding of compliance and regulatory requirements
- Strong analytical and problem-solving abilities
- The ability to work both independently and collaboratively
- Minimum Diploma qualified
Personal Attributes
- Highly organised with excellent attention to detail
- Proactive, self-motivated, and able to manage your own workload
- Strong interpersonal and communication skills
- A positive, “can-do” attitude with a solutions-focused mindset
- Committed to continuous learning and professional development
Whats on offer?
- Highly competitive salary
- Up to 10% company discretionary bonus
- Annual share option issue
- Private pension
- Death in service of 4x salary
- PHI equal to 75% of salary after 6 months of absence
- We Care Employee Assistance Plan
- 25 days holiday increasing by one day annually to a max of 30, plus a day off for your birthday
- Study leave for relevant exams and fully funded
- Electric vehicle salary sacrifice scheme
- Cycle to work scheme
Why Apply?
- Join a growing and reputable financial planning firm
- Work in a supportive, modern, collaborative and professional environment
- Hybrid working, flexible start & finish times
- Exposure to complex and interesting client cases
- Genuine opportunity for career progression and development
Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention and reputation across the Financial Planning industry.
Please apply to us here at Recruit Wealth for an immediate response
Location: Liverpool, Merseyside - Hybrid Working | Salary: £45000 - £50000 per year | Job type: Permanent | Posted: 15/04/2026
