Location: Liverpool
If you think you are the right match for the following opportunity, apply after reading the complete description.
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
35+ 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. xsngvjr 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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