Senior Technical Paraplanner - Lead & Elevate Advice
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-06-15
Listing for:
AMS Group
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Financial Services
Job Description & How to Apply Below
AMS Group in Liverpool is seeking a Senior Technical Paraplanner to lead their financial planning division. The role involves setting technical standards, mentoring the paraplanning team, and ensuring high-quality advice is produced. Ideal candidates will have 3–5+ years of paraplanning experience and a Level 4 Diploma in Regulated Financial Planning.
Applicants should be confident in producing detailed suitability reports and have a solid understanding of pensions, tax, and investments. A range of employee perks is offered, including 25 days of holiday and a health cash plan.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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