Jobs in Prenton

Senior Paraplanner | Liverpool City Centre (Hybrid)

Salary: Up to £50,000 (DOE)
Location: Liverpool City Centre
Working Pattern: Hybrid (up to 2 days from home) with flexible working hours available

Make Your Mark in a Growing Financial Planning Firm

Are you an experienced Paraplanner looking for more than just another technical role?

This is a fantastic opportunity to join a successful and growing independent financial planning firm where your expertise will be genuinely valued, your ideas will be heard, and your contribution will have a direct impact on the business.

This role offers the chance to take on real responsibility, work closely with advisers and decision-makers, and play a key role in shaping processes as the firm continues to grow.

You'll be part of a supportive, collaborative team that values quality, professionalism, and client outcomes, while also offering the flexibility and trust needed to maintain a healthy work-life balance.

The Role

As a Senior Paraplanner, you'll be a vital part of the advice process, providing technical expertise and helping advisers deliver exceptional financial planning solutions to clients.

Key responsibilities will include:

Producing high-quality, compliant suitability reports and recommendation letters.
Conducting detailed research across pensions, investments, protection, and retirement planning solutions.
Providing technical support and analysis to advisers.
Assisting with complex cases and client planning strategies.
Ensuring recommendations meet FCA and internal compliance standards.
Identifying opportunities to improve processes and drive efficiencies.
Working collaboratively with advisers and administrators to deliver an outstanding client experience.
Supporting the continued growth and development of the business through your expertise and insight.

What's on Offer?

Salary of up to £50,000, depending on experience.
Hybrid working with up to 2 days working from home.
Flexible start and finish times to support work-life balance.
The opportunity to join a small, ambitious, and growing firm where your voice will be heard.
Greater autonomy and ownership than you might find in a larger practice.
The chance to influence processes, contribute ideas, and make a genuine difference.
Supportive and approachable leadership team.
Long-term career progression as the business continues to expand.
Modern Liverpool City Centre offices with excellent transport links.

About You

We're looking for a technically strong Paraplanner who enjoys taking ownership and wants to be part of a business where they can have a real impact.

You'll ideally have:

Proven experience in a Paraplanning role.
Level 4 Diploma in Financial Planning (essential).
Strong technical knowledge across pensions, investments, and financial planning.
Experience producing high-quality suitability reports.
Excellent research and analytical skills.
A proactive approach and willingness to contribute ideas.
Strong attention to detail and commitment to delivering positive client outcomes.
The ability to build effective working relationships with advisers and colleagues.

Interested?

If you're looking for a role where you'll be trusted, valued, and given the opportunity to make a genuine difference within a growing financial planning firm, I'd love to hear from you.

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