Paraplanner

Paraplanner

• 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.

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.

• 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 systems

• 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 work

• 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 opportunity

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.