Senior Paraplanner & Technical Adviser

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Senior Paraplanner & Technical Adviser

Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients?

We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas.

You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions.

If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity.

Why This Role is Different This is not a traditional paraplanning role.

You Will Have The Opportunity To

• Work on complex and intellectually stimulating financial planning cases
• Play a strategic technical partner role to advisers
• Provide regulated advice on specialist cases
• Mentor and develop the next generation of paraplanners and advisers
• Influence technical standards and planning strategy across the business
• Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.

What You’ll Be Doing Complex Financial Planning & Research

Lead in-depth technical analysis and research across areas such as:

• Inheritance Tax mitigation strategies
• Trust structures and estate planning
• Offshore investment bonds
• Segmentation, assignments and withdrawals
• Top-slicing relief and time apportionment rules

You’ll be responsible for transforming complex technical structures into clear, effective planning strategies.

Technical Advice & Suitability Reports Prepare High-quality Suitability Reports For Complex Planning Cases Including

• Pension crystallisation strategies
• Estate and IHT planning
• Trust and investment bond planning

You will also have the opportunity to step into the adviser role on specialist cases where appropriate.

Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future.

Technical Leadership & Compliance

• Provide technical sign-off and quality assurance on complex advice cases
• Ensure all recommendations meet regulatory standards and Consumer Duty expectations
• Act as a trusted technical authority within the advisory team

Mentoring & Development Support The Development Of Colleagues By

• Coaching paraplanners and advisers on complex planning areas
• Providing technical guidance on trusts and estate planning
• Helping raise the overall technical capability across the business

Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards.

About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners.

You’ll Bring

• Significant experience as a Senior Paraplanner or Technical Specialist
• Strong expertise in Inheritance Tax planning, trusts, and estate structures
• Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants
• The ability to translate complex technical planning into clear, client-focused recommendations
• Excellent written and verbal communication skills
• A proactive and solutions-focused mindset

Qualifications Essential

• Level 4 Diploma in Regulated Financial Planning
• Valid Statement of Professional Standing (SPS), or ability to obtain quickly

Highly Desirable

• AF1 Tax & Trusts
• STEP Certificate or Diploma

Systems Experience Experience using financial planning tools such as:

• Intelligent Office
• Iress
• CashCalc
• Microsoft Office

Why Join? You’ll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future.

Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice.

By Joining You’ll Benefit From

• Exposure to complex and intellectually rewarding financial planning work
• The opportunity to influence technical standards and advice delivery
• A collaborative environment with highly experienced financial planning professionals
• The chance to develop further as a trusted technical authority

An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response. Location: Liverpool, Merseyside | Salary: | Job type: Permanent | Posted: 27/03/2026

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