Technical Paraplanner (Technical Manager Level)
* Location: Liverpool
* Salary: Negotiable depending on experience
* Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
* Working Pattern: Full-time Hybrid available after probation
* Benefits:
o 10x Death in Service
o Private Medical Insurance
o 25 days holiday + bank holidays (calculated in hours for flexibility)
o Birthday off
o Cycle to Work scheme
o 5% pension
The Company
A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture.
The Role
This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice.
You will also take ownership of technical team oversight and operational efficiency, ensuring all outputs meet regulatory and internal standards.
Key Responsibilities
Technical & Workflow Management
* Allocate and manage workflow across the Technical Team
* Provide first-line support and technical guidance
* Oversee daily technical operations
Financial Planning Support
* Analyse client data and prepare cashflow modelling
* Conduct product research and analysis
* Oversee preparation of suitability reports and financial plans
Compliance & Governance
* Ensure adherence to FCA and regulatory standards
* Oversee compliance processes, MI reporting, and documentation
* Maintain and enhance technical procedures and templates
Leadership & Strategy
* Support and develop the Technical Team
* Report performance and MI to Directors
* Support business-wide technical projects and initiatives
Requirements
* Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner
* Strong technical knowledge across financial planning disciplines
* Experience supporting or supervising junior staff (desirable)
* Progress towards Chartered status preferred
* Excellent analytical and organisational skills
This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands‑on technically.
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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