Senior Paraplanner

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.

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