Paraplanner

Senior Paraplanner - Liverpool City Centre (Hybrid)

Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre.

As a Senior Paraplanner, you'll play a key role in supporting advisers, producing high‑quality suitability reports, and helping deliver exceptional outcomes for clients. This is a fantastic chance to join a forward‑thinking business that truly values technical expertise and professional development.

Role Overview

As a senior member of the paraplanning team, you will:

Produce detailed, compliant suitability reports and technical documentation

Support advisers with research, analysis, and client preparation

Conduct product, fund, and provider research

Ensure all recommendations meet regulatory and internal standards

Contribute to process improvements and best‑practice development

Work closely with advisers to deliver a seamless client experience

What's on Offer

Location: Liverpool City Centre

Working Pattern: Hybrid (fully office based or home working 2 days a week)

Salary: Up to £50,000, depending on experience

Opportunity to join a respected, growing financial planning firm

Supportive team culture with genuine progression opportunities

Who We're Looking For

An experienced Paraplanner with strong technical knowledge

Level 4 Diploma
Confident producing high‑quality suitability reports

Comfortable working closely with advisers and clients

Strong understanding of financial planning, products, and compliance

Someone who takes pride in accuracy, detail, and client outcomes

If this sounds like the right fit for you - or someone you know - feel free to get in touch directly on the number (phone number removed), or e-mail your CV to (url removed).

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