Paraplanner (Hybrid) – Pension, 33 Days, Growth

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

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.