Paraplanner

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Paraplanner

Liverpool City Centre
Monday-Friday, 9am-5pm
£34,000-£40,000 (DOE & Qualifications)
Excellent Benefits Package

Search is proud to be partnering with a highly respected and growing financial planning firm to recruit an experienced Paraplanner.

This is an outstanding opportunity to join a well‑established advisory business based in the heart of Liverpool City Centre. You'll be part of a progressive, collaborative team where your expertise will directly support the delivery of exceptional financial advice to clients across the UK.

In this role, you'll work closely with Financial Advisers to produce high‑quality research, analysis, and suitability reports, primarily across pensions, investments, and holistic financial planning. You'll play a key part in ensuring clients receive clear, accurate and well‑structured advice.

The position is ideal for candidates who are already Level 4 Diploma qualified, as well as experienced Paraplanners currently working towards qualification (with salary progression available once achieved).

What's in it for you?

Competitive salary £34,000-£40,000 (depending on experience & qualifications)
Generous holiday allowance: 22 days + 8 Bank Holidays + Christmas shutdown
Clear, structured career progression
Excellent city‑centre location with strong public transport links
Pension scheme
Life cover
Full exam support, including funding for CII exams, study materials and membership
Medical expenses cashback scheme
Company sick pay
Free financial wellbeing checks

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
Apply
Location:
Liverpool
Salary:
£40,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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