Paraplanner - #2064311

Location: Liverpool City Centre Hours:Monday-Friday, 9am-5pm

Salary: £34,000-£40,000 (DOE & Qualifications)

Benefits: Excellent package + full exam support

Search is delighted to be partnering with a highly respected, growing financial planning firm to recruit an experienced and technically strong Paraplanner.

This is a superb opportunity to join a well‑established advisory practice in the heart of Liverpool City Centre. You'll be part of a collaborative, forward‑thinking team where your technical expertise will directly influence the quality of advice delivered to clients across the UK.

As a Paraplanner, you will work closely with Financial Advisers to provide high‑level technical support, including:

• Conducting detailed research and analysis across pensions, investments, tax planning and holistic financial planning

• Preparing clear, compliant and well‑structured suitability reports

• Reviewing client objectives and identifying appropriate planning strategies

• Producing cashflow modelling (where applicable)

• Ensuring all advice meets FCA and internal compliance standards

• Supporting advisers with technical queries and contributing to client planning discussions

This role is ideal for candidates who are already Level 4 Diploma qualified, or highly experienced Paraplanners who are close to completion (with salary progression once qualified).

• Competitive salary £34,000-£40,000 depending on experience and qualifications

• 22 days holiday + 8 bank holidays + Christmas shutdown

• Clear, structured career progression

• Excellent city centre location with strong transport links

• Company pension scheme

• Life cover

• Full exam support including CII exam funding, study materials and membership

• Medical expenses cashback scheme

• Company sick pay

• Free financial wellbeing checks

If this role aligns with your experience and career goals, I'd be keen to hear from you. Please send your CV to (url removed) to discuss the opportunity further.

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.