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City, Liverpool
Search Consultancy Ltd
Senior Paraplanner
- Location: Liverpool City Centre (Hybrid Working Available)
- Salary: 50,000 – 60,000 (dependent on experience)
- Hours: Monday to Friday, 9am – 5pm
An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business.
The Role
You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function. This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team.
Key Responsibilities:
- Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning
- Undertaking complex research and cashflow modelling
- Supporting Advisers with high-value and technically complex cases
- Acting as a technical reference point for the paraplanning team
- Mentoring and supporting junior and mid-level Paraplanners
- Reviewing paraplanning output to ensure quality, accuracy, and consistency
- Contributing to the development of systems, processes, and best practices
About You
- Chartered Financial Planner status (or demonstrably close to achieving)
- Significant experience in a Senior Paraplanner role
- Strong technical knowledge across pensions, investments, and holistic financial planning
- Confident communicator with the ability to guide and mentor others
- High attention to detail and strong organisational skills
- Comfortable working in a hybrid environment
What’s On Offer
- Salary up to 60,000 (DOE)
- 33 days holiday (including Bank Holidays)
- Hybrid working with Liverpool City Centre base
- Pension scheme with employer contributions
- Full support for ongoing exams and professional development
- A values-led culture that genuinely puts people and clients first
- A growing firm full of opportunity, where your contribution will be recognised and your work truly matters
Why Apply?
This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You’ll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm.
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.
