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Accounting & Finance Financial Reporting

Senior Paraplanner & Technical Adviser - IHT & Trusts

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Recruit Wealth Ltd
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Reporting
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in the UK is seeking an experienced Paraplanner for a hybrid role, combining detailed paraplanning with regulated advice on inheritance tax and trusts. The selected candidate will conduct in-depth research, draft comprehensive suitability reports, and mentor junior staff. Essential qualifications include a Level 4 Diploma in Regulated Financial Planning and a proven track record in financial advice.

This opportunity offers excellent remuneration and a supportive workplace culture.
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Position Requirements
10+ Years work experience
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