Paraplanner in Wirral - Storeton Rose Financial Planning Limited

We are a fast-growing, client-focused financial planning firm based in Wirral. We’re seeking a technically strong Paraplanner to support our Wealth Advisers with complex project work across pensions, investments, tax, protection, and more.

Why You’ll Love Working Here

Jargon-Free Planning

We pride ourselves on making financial planning simple and transparent, cutting through complexity so clients can confidently make decisions.

Approachable, Down-to-Earth Culture

Every discussion counts - whether it’s a detailed plan or an informal chat. We support people’s goals across all life stages.

Growing Team, Huge Impact

Founded in 2021, we’ve grown organically and quickly. We’re now a close-knit team helping over 2,000 clients in our wealth, estate planning and mortgage businesses and managing nearly £50m AUM. You’ll join a firm where your ideas and expertise really matter.

Community & Education-Focused

We believe in giving back. We actively provide free financial education to local adults and children to improve wellbeing and financial confidence.

Proudly Independent

We work across the whole of the market in all advice and product areas.

Your Role & Responsibilities

• Collaborate with Wealth Advisers to craft personalised financial reports and recommendations
• Conduct technical research and analysis across pensions, investments, tax planning, protection, mortgages
• Create cashflow models and stress test existing financial plans
• Liaise with advisers and clients to ensure clarity, accuracy, and compliance
• Stay current with changing legislation, products, and best practices
• Suggest improvements to processes and tools to drive efficiency and quality

About You

• Diploma in Financial Planning (Level 4) required; Chartered status/CFP preferred
• Strong technical knowledge and experience in pensions, investments, tax, protection
• Excellent attention to detail, confident working in a fast-paced environment
• Proficient with financial planning software and MS Office and various AI tools
• Excellent communication, organisation, and teamwork skills

What We Offer

• Competitive salary based on experience and qualifications
• Opportunity to earn bonuses based on quality and productivity
• 22 days holiday plus 8 bank holidays and closed between Christmas and New Year (not deducted from holiday allowance)
• Opportunity to take unpaid extended holidays or occasional working from a holiday home to help with flexible lifestyle
• Support to develop career and become further qualified
• Private Health Care
• Pension Scheme
• Employee of the Month awards, team development and social events