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 recommendations
Maintaining high standards of compliance and documentation
Supporting continuous improvements to paraplanning processes and systemsAbout 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 workWhat'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 opportunityWhy 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
Salary description
£40000.00 - £45000.00 per year