Paraplanner

6 Days Old

Paraplanner - Experienced & Level 4 Qualified

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
Apply
Location:
Liverpool
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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