Paraplanner – Hybrid role in Liverpool

About the role

Finlink Ltd is seeking an experienced Level 4 qualified Paraplanner to join its Liverpool team. The role offers genuine paraplanning work, including technical research, cash‑flow planning and analysis, rather than simple report writing.

Key responsibilities

• Collaborate with advisers to conduct technical research and analyse financial solutions.
• Prepare detailed cash‑flow plans and support the development of client recommendations.
• Work on a pooled paraplanning function, gaining exposure to a variety of advisers and case types.
• Contribute to the advice process from start to finish, not just producing reports.

Required profile

• Level 4 qualification in paraplanning or a related financial advisory field.
• Proven experience in technical research, cash‑flow modelling and financial analysis.
• Strong desire to be involved in the full advice process and to develop a future adviser career.

Required skills

• Technical research and analytical abilities.
• Cash‑flow planning expertise.
• Understanding of financial advice processes.

What we offer

• Salary up to £45,000 per year, plus performance bonus.
• Valuable share options and clear long‑term progression path.
• Hybrid working – two days in the Liverpool office, the rest remote.
• 25 days holiday plus bank holidays and your birthday off.
• Flexible working hours and additional benefits such as life assurance and income protection.