Paraplanner
CV-LibraryLiverpool, MerseysidepermanentPosted: 19 June 2026
Apply NowSenior Paraplanner - Liverpool City Centre (Hybrid)
Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre.
As a Senior Paraplanner, you'll play a key role in supporting advisers, producing high‑quality suitability reports, and helping deliver exceptional outcomes for clients. This is a fantastic chance to join a forward‑thinking business that truly values technical expertise and professional development.
Role Overview
As a senior member of the paraplanning team, you will:
Produce detailed, compliant suitability reports and technical documentation
Support advisers with research, analysis, and client preparation
Conduct product, fund, and provider research
Ensure all recommendations meet regulatory and internal standards
Contribute to process improvements and best‑practice development
Work closely with advisers to deliver a seamless client experience
What's on Offer
Location: Liverpool City Centre
Working Pattern: Hybrid (fully office based or home working 2 days a week)
Salary: Up to £50,000, depending on experience
Opportunity to join a respected, growing financial planning firm
Supportive team culture with genuine progression opportunities
Who We're Looking For
An experienced Paraplanner with strong technical knowledge
Level 4 Diploma
Confident producing high‑quality suitability reports
Comfortable working closely with advisers and clients
Strong understanding of financial planning, products, and compliance
Someone who takes pride in accuracy, detail, and client outcomes
If this sounds like the right fit for you - or someone you know - feel free to get in touch directly on the number (phone number removed), or e-mail your CV to (url removed).
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
Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre.
As a Senior Paraplanner, you'll play a key role in supporting advisers, producing high‑quality suitability reports, and helping deliver exceptional outcomes for clients. This is a fantastic chance to join a forward‑thinking business that truly values technical expertise and professional development.
Role Overview
As a senior member of the paraplanning team, you will:
Produce detailed, compliant suitability reports and technical documentation
Support advisers with research, analysis, and client preparation
Conduct product, fund, and provider research
Ensure all recommendations meet regulatory and internal standards
Contribute to process improvements and best‑practice development
Work closely with advisers to deliver a seamless client experience
What's on Offer
Location: Liverpool City Centre
Working Pattern: Hybrid (fully office based or home working 2 days a week)
Salary: Up to £50,000, depending on experience
Opportunity to join a respected, growing financial planning firm
Supportive team culture with genuine progression opportunities
Who We're Looking For
An experienced Paraplanner with strong technical knowledge
Level 4 Diploma
Confident producing high‑quality suitability reports
Comfortable working closely with advisers and clients
Strong understanding of financial planning, products, and compliance
Someone who takes pride in accuracy, detail, and client outcomes
If this sounds like the right fit for you - or someone you know - feel free to get in touch directly on the number (phone number removed), or e-mail your CV to (url removed).
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