Paraplanner - Experienced & Level 4 Qualified

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.

The Role

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).

What's in it for you?

• 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 [email protected] 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.