Senior Technical Paraplanner

Location: Liverpool Working pattern: Full-time

About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.

In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024).

About the role This isn't a typical paraplanning role. We're looking for a Senior Technical Paraplanner to become the technical backbone of our financial planning division and the leader of our paraplanning team.

You'll be joining a growing team that includes two diploma-qualified paraplanners and a junior paraplanner progressing through CII exams. What they need now is a senior figure who sets the standard, raises the bar and ensures every piece of advice we deliver is robust, compliant and genuinely in the client's best interests.

This is a pure technical leadership position — you won't be in client meetings. Instead, you'll be the expert who turns insight into outstanding advice and shapes how the entire paraplanning function operates. As the business grows, so will this role, with a genuine pathway to a Head of Paraplanning position.

What you'll be doing • Setting and upholding the technical standard for all advice produced within the firm • Reviewing and quality assuring paraplanner output before it reaches advisers • Coaching and developing the paraplanning team, supporting progression toward Diploma and AF level qualifications • Building and maintaining processes, templates and checklists to improve consistency, accuracy and efficiency • Interpreting fact finds, cashflow models and meeting notes to identify planning opportunities and shape advice strategy • Conducting in-depth technical analysis across pensions (DB and DC), tax planning, protection and investments • Leading the production of clear, personalised and technically robust suitability reports • Project managing implementation cases through to completion, working with advisers, client partners and administrators • Challenging advisers constructively where required — acting as the final line of technical defence • Staying current with regulatory changes, tax legislation and product developments and briefing the wider team accordingly

What you'll bring • Level 4 Diploma in Regulated Financial Planning as a minimum, with strong progression toward Chartered status — or already holding APFS/CFP • 3–5+ years' paraplanning experience with genuine technical depth across pensions (DB & DC), tax planning, investments and protection • Proven ability to build complex advice strategies independently, not just follow templates • Strong experience producing high-quality, personalised and technically accurate suitability reports • Confident using cashflow modelling, risk profiling tools and modern platform solutions • Solid understanding of current regulation, tax rules and the wider financial planning landscape • Chartered status (APFS or CFP) is a significant advantage • Experience mentoring or leading other paraplanners is highly desirable • Exposure to later life planning, decumulation strategies and sequence of returns risk is a bonus

What's on offer • 25 days holiday plus an additional day off for your birthday • Discretionary annual bonus • Company pension scheme • Health cash plan • Enhanced parental pay and company sick pay • Perkbox subscription • One paid professional membership or subscription • Cycle to work scheme • Employee Assistance Programme

AMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

You may have experience of the following: Senior Paraplanner, Lead Paraplanner, Technical Paraplanner, Chartered Paraplanner, Head of Paraplanning, Paraplanning Team Leader, Financial Planning Analyst, Wealth Planning Analyst, Pensions Technical Specialist, Financial Planning Associate

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