Technical Paraplanner

Technical Paraplanner (Technical Manager Level)

• Location: Liverpool
• Salary: Negotiable depending on experience
• Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
• Working Pattern: Full-time | Hybrid available after probation
• Benefits:

• 10x Death in Service
• Private Medical Insurance
• 25 days holiday + bank holidays (calculated in hours for flexibility)
• Birthday off
• Cycle to Work scheme
• 5% pension

The Company

A 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 Role

This 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 & Workflow Management

• Allocate and manage workflow across the Technical Team
• Provide first-line support and technical guidance
• Oversee daily technical operations

Financial Planning Support

• Analyse client data and prepare cashflow modelling
• Conduct product research and analysis
• Oversee preparation of suitability reports and financial plans

Compliance & Governance

• Ensure adherence to FCA and regulatory standards
• Oversee compliance processes, MI reporting, and documentation
• Maintain and enhance technical procedures and templates

Leadership & Strategy

• Support and develop the Technical Team
• Report performance and MI to Directors
• Support business-wide technical projects and initiatives

Requirements:

• Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner
• Strong technical knowledge across financial planning disciplines
• Experience supporting or supervising junior staff (desirable)
• Progress towards Chartered status preferred
• Excellent analytical and organisational skills

This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically.

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.