Paraplanner
| Posting date: | 21 May 2026 |
|---|---|
| Hours: | Full time |
| Closing date: | 20 June 2026 |
| Location: | Liverpool, Merseyside, L1 0AF |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/682148_1779358551 |
Summary
Senior Paraplanner - Liverpool City Centre (Hybrid)
Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre.
As a Senior Paraplanner, you'll play a key role in supporting advisers, producing high‑quality suitability reports, and helping deliver exceptional outcomes for clients. This is a fantastic chance to join a forward‑thinking business that truly values technical expertise and professional development.
Role Overview
As a senior member of the paraplanning team, you will:
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Produce detailed, compliant suitability reports and technical documentation
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Support advisers with research, analysis, and client preparation
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Conduct product, fund, and provider research
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Ensure all recommendations meet regulatory and internal standards
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Contribute to process improvements and best‑practice development
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Work closely with advisers to deliver a seamless client experience
What's on Offer
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Location: Liverpool City Centre
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Working Pattern: Hybrid (fully office based or home working 2 days a week)
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Salary: Up to £50,000, depending on experience
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Opportunity to join a respected, growing financial planning firm
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Supportive team culture with genuine progression opportunities
Who We're Looking For
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An experienced Paraplanner with strong technical knowledge
- Level 4 Diploma
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Confident producing high‑quality suitability reports
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Comfortable working closely with advisers and clients
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Strong understanding of financial planning, products, and compliance
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Someone who takes pride in accuracy, detail, and client outcomes
If this sounds like the right fit for you - or someone you know - feel free to get in touch directly on the number 0151 229 5510, or e-mail your CV to jessica.haslam@search.co.uk.
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.