Paraplanner
| Posting date: | 11 May 2026 |
|---|---|
| Hours: | Full time |
| Closing date: | 10 June 2026 |
| Location: | Liverpool, Merseyside, L3 9SJ |
| Remote working: | On-site only |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/680553_1778508361 |
Summary
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 RoleAs a Paraplanner, you will work closely with Financial Advisers to provide high‑level technical support, including:
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Conducting detailed research and analysis across pensions, investments, tax planning and holistic financial planning
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Preparing clear, compliant and well‑structured suitability reports
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Reviewing client objectives and identifying appropriate planning strategies
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Producing cashflow modelling (where applicable)
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Ensuring all advice meets FCA and internal compliance standards
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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
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22 days holiday + 8 bank holidays + Christmas shutdown
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Clear, structured career progression
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Excellent city centre location with strong transport links
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Company pension scheme
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Life cover
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Full exam support including CII exam funding, study materials and membership
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Medical expenses cashback scheme
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Company sick pay
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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 jessica.haslam@search.co.uk 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.