Senior paraplanner - Hybrid (Liverpool)

Senior Paraplanner - Hybrid (Liverpool)
Salary: Up to £60,000 (DOE and qualifications)
Job Type: Full-time, Permanent
Location: Liverpool (Hybrid working)

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 firm undergoing significant growth, with a strong pipeline of new clients and a clear commitment to delivering high-quality, client-focused financial advice.

This role offers a blend of technical challenge, professional autonomy, and long-term career development. If you're seeking a role where your analytical skills, judgement, and precision are valued—and where your work contributes meaningfully to client outcomes—this could be the right move.

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

• Hybrid working model (Liverpool office)

• Strong emphasis on continuous professional development

• Work alongside experienced advisers in a collaborative, high-integrity team

• Exposure to varied and complex financial planning cases

As a Senior Paraplanner, you’ll be a key contributor to the advice process. Working closely with advisers and client-facing paraplanners, you’ll take ownership of technical analysis, research, report writing, and strategic case design. You’ll be expected to challenge assumptions, stress-test recommendations, and ensure each plan is technically robust, compliant, and client-centred.

This role is ideal for someone who thrives in a technically focused environment and takes pride in delivering accurate, high-quality work that supports the firm’s planning ethos and high standards.

Core Responsibilities:

• Interpret fact-finds, cashflow models, and adviser notes to identify planning opportunities

• Conduct in-depth technical analysis across pensions, investments, protection, and tax planning

• Lead the drafting of suitability reports, both initial and ongoing

• Liaise with internal teams to progress and implement advice recommendations

• Prepare technical summaries, investment comparisons, and recommendation matrices

• Maintain up-to-date knowledge of regulatory, tax, and product changes

• Contribute to maintaining a high standard of advice quality and compliance

• Level 4 Diploma in Financial Planning (minimum); working toward Chartered status preferred

• Proven experience in a senior paraplanning or technical role within a regulated financial planning environment

• Advanced knowledge of investment strategies, pension planning, protection, and taxation

• Strong report-writing skills and a methodical, detail-oriented approach

• A proactive mindset with the ability to take ownership of cases and drive them through to completion

• Comfortable working independently while collaborating with advisers and wider support teams

• Analytical thinker who enjoys solving complex planning scenarios

• High personal standards for accuracy and clarity in written communication

• Confident challenging inconsistencies and raising technical concerns

• Sees suitability reports as a valuable tool for client understanding, not just a compliance requirement

• Committed to ongoing professional growth and maintaining technical excellence

This is a long-term career opportunity within a respected and ambitious firm. If you’re a technically-minded paraplanner looking to deepen your expertise, work on meaningful cases, and contribute to a growing, values-led business—this role offers the platform to do just that.