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Technical Paraplanner

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money-bag £50000 Annual
Posted: 11 June 2026 (Today)
Closing date: 11 July 2026
Ref: 3120648338

Technical Paraplanner (Technical Manager Level)Location: LiverpoolSalary: Negotiable depending on experienceHours: 9:00-5:00 Monday to Thursday, 9:00-3:00 FridayWorking Pattern: Full-time Hybrid available after probationBenefits:10x Death in ServicePrivate Medical Insurance25 days holiday + bank holidays (calculated in hours for flexibility)Birthday offCycle to Work scheme5% pensionThe CompanyA well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The RoleThis is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice.You will also take ownership of technical team oversight and operational efficiency, ensuring all outputs meet regulatory and internal standards.Key Responsibilities:Technical and Workflow ManagementAllocate and manage workflow across the Technical TeamProvide first-line support and technical guidanceOversee daily technical operationsFinancial Planning SupportAnalyse client data and prepare cashflow modellingConduct product research and analysisOversee preparation of suitability reports and financial plansCompliance and GovernanceEnsure adherence to FCA and regulatory standardsOversee compliance processes, MI reporting, and ..... full job details .....

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