Paraplanner

Paraplanner

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Location

Liverpool City Centre (Hybrid Working Available)

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Salary

£40,000 - £50,000 (dependent on experience)

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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.

The Role

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.

Key Responsibilities

• 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

About You

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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

What's On Offer

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Salary of £40,000 - £50,000 (DOE)

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33 days holiday (including Bank Holidays)

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Hybrid working with Liverpool City Centre office

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Pension scheme with employer contributions

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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

Why Apply?

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.