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:
10x Death in Service
Private Medical Insurance
25 days holiday + bank holidays (calculated in hours for flexibility)
Birthday off
Cycle to Work scheme
5% pensionThe 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 operationsFinancial Planning Support
Analyse client data and prepare cashflow modelling
Conduct product research and analysis
Oversee preparation of suitability reports and financial plansCompliance & Governance
Ensure adherence to FCA and regulatory standards
Oversee compliance processes, MI reporting, and documentation
Maintain and enhance technical procedures and templatesLeadership & Strategy
Support and develop the Technical Team
Report performance and MI to Directors
Support business-wide technical projects and initiativesRequirements:
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 skillsThis 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
Salary description
£50000.00 - £60000.00 per year