Paraplanner

Search; Liverpool; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

33 days holiday

Pension scheme

Study support

Career progression

Job summary

Search, a growing, values-led financial planning firm in Liverpool City Centre, is seeking an experienced Paraplanner to join the technical team. The role suits Level 4 qualified paraplanners with strong all-round experience who relish producing high-quality work and delivering excellent client outcomes.

You will work closely with Financial Planners and Senior Paraplanners, handling pensions and investments research, preparing cashflow models, and creating compliant suitability reports.

Qualifications

• Minimum 5 years' paraplanning experience.
• Strong pensions and investments knowledge.
• Ability to handle complex cases with minimal supervision.
• Highly organised with excellent attention to detail.
• Collaborative team player who produces quality work.

Responsibilities

• Producing clear, accurate, and compliant suitability reports.
• Conducting detailed research across pensions and investments.
• Preparing cashflow models and technical analyses to support client advice.
• Liaising with Advisers to ensure structured recommendations.
• Maintaining high standards of compliance and documentation.
• Supporting improvements to paraplanning processes and systems.

Skills

Paraplanning

Education

Level 4 Paraplanner

Job description

• Location: Liverpool City Centre (Hybrid Working Available)
• 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

• 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 – £45,000 (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.