More jobs:
Paraplanner
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-06-09
Listing for:
Search
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Location:
Liverpool City Centre
Hours:
Monday-Friday, 9am-5pm
Salary: £34,000-£40,000 (DOE & Qualifications)
Benefits:
Excellent package + full exam support
Search is delighted to be partnering with a highly respected, growing financial planning firm to recruit an experienced and technically strong Paraplanner.
This is a superb opportunity to join a well‑established advisory practice in the heart of Liverpool City Centre. You'll be part of a collaborative, forward‑thinking team where your technical expertise will directly influence the quality of advice delivered to clients across the UK.
The Role
As a Paraplanner, you will work closely with Financial Advisers to provide high‑level technical support, including:
Conducting detailed research and analysis across pensions, investments, tax planning and holistic financial planning
Preparing clear, compliant and well‑structured suitability reports
Reviewing client objectives and identifying appropriate planning strategies
Producing cashflow modelling (where applicable)
Ensuring all advice meets FCA and internal compliance standards
Supporting advisers with technical queries and contributing to client planning discussions
This role is ideal for candidates who are already Level 4 Diploma qualified, or highly experienced Paraplanners who are close to completion (with salary progression once qualified).
What's in it for you?
Competitive salary £34,000-£40,000 depending on experience and qualifications
22 days holiday + 8 bank holidays + Christmas shutdown
Clear, structured career progression
Excellent city centre location with strong transport links
Company pension scheme
Life cover
Full exam support including CII exam funding, study materials and membership
Medical expenses cashback scheme
Company sick pay
Free financial wellbeing checks
If this role aligns with your experience and career goals, I'd be keen to hear from you. Please send your CV to (url removed) to discuss the opportunity further.
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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