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Paraplanner
Job Posted: 22 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Liverpool, Merseyside
Expire in: 6 days
Job Description
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 ageBefore You Apply
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- Bank details.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Liverpool, Merseyside! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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