Paraplanner

Search; Liverpool; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

33 days holiday

Professional development

Job summary

Search, a values-led financial planning firm in Liverpool City Centre, is hiring an experienced Paraplanner to join their established technical team. The role suits a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and contributing to excellent client outcomes.

You will work closely with Financial Planners and Senior Paraplanners, handling complex cases, preparing cashflow models and technical analyses, and supporting ongoing exams and

Qualifications

• Level 4 Diploma in Financial Planning is required.
• At least 5 years' paraplanning experience.
• Strong knowledge of pensions and investments.

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 with Advisers to ensure well-structured client recommendations.
• Maintaining high standards of compliance and documentation.
• Supporting improvements to paraplanning processes and systems.

Skills

Pensions knowledge

Investments knowledge

Financial planning software

Education

Level 4 Diploma in Financial Planning

5 years' paraplanning experience

Job description

Paraplanner

• Location: Liverpool City Centre (Hybrid Working Available)
• Salary: £40,000 - £50,000 (dependent on experience)
• 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

• 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

• Salary of £40,000 - £50,000 (DOE)
• 33 days holiday (including Bank Holidays)
• Hybrid working with Liverpool City Centre office
• Pension scheme with employer contributions
• 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.