Paraplanner
* Location: Liverpool City Centre (Hybrid Working Available)
* Salary: £40,000 - £45,000 (dependent on experience)
* Hours: Monday to Friday, 9am - 5pm
A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.
The Role
Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.
Key Responsibilities
* Producing clear, accurate, and compliant suitability reports
* Conducting detailed research across pensions, investments, protection, and estate planning
* Preparing cashflow models and technical analysis to support client advice
* Liaising closely with Advisers to ensure well-structured and client-focused recommendationsMaintaining high standards of compliance and documentation
* Supporting continuous improvements to paraplanning processes and systems
About You
* Level 4 Diploma in Financial Planning qualified
* At least 5 years' experience working as a Paraplanner
* Strong technical understanding of pensions and investments
* Comfortable handling complex cases with minimal supervision
* Highly organised with excellent attention to detail
* A collaborative team player who takes pride in quality work
What's On Offer
* Salary of £40,000 - £45,000 (DOE)
* 33 days holiday (including Bank Holidays)
* Hybrid working with Liverpool City Centre office
* Pension scheme with employer contributions
* Full support for ongoing exams and professional development
* A values-led culture that puts people and clients first
* A growing firm offering stability, progression, and long-term opportunity
Why Apply?
This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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