Senior Paraplanner

We’re partnering with a fast-growing financial planning firm in Liverpool to find an experienced, highly qualified Senior Paraplanner. This is a unique opportunity to join a business going through significant growth, with a strong pipeline of new clients and a genuine route for progression.

What’s on offer:

• Salary up to £60,000 depending on experience and qualifications

• Hybrid working model (Liverpool office)

• Strong focus on professional development and career advancement

• Work alongside experienced advisers in a collaborative environment

The role:
You’ll provide high-level technical support to the advisory team, including complex report writing, research, and strategic financial planning input. You’ll be a key part of the advice process, contributing to quality outcomes and client satisfaction.

What we're looking for:

• Level 4 Diploma in Financial Planning as a minimum (Chartered/ working toward Chartered status desirable)

• Proven experience in a senior paraplanning role

• Excellent knowledge of pensions, investments, and protection planning

• Strong written communication and analytical skills

• A proactive mindset and a desire to play a long-term role in a growing firm

Apply today with a full CV to be considered for this exciting opportunity!