Senior Paraplanner & Technical Advisor

4 Days Old

Are you a highly skilled Paraplanner ready to take your career to the next level?
Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients?
We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas.
You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions.
If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity.
Why This Role is Different
This is not a traditional paraplanning role.
You will have the opportunity to:
* Work on complex and intellectually stimulating financial planning cases
* Play a strategic technical partner role to advisers
* Provide regulated advice on specialist cases
* Mentor and develop the next generation of paraplanners and advisers
* Influence technical standards and planning strategy across the business
* Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.
What You’ll Be Doing
Complex Financial Planning & Res...
Location:
Liverpool
Job Type:
FullTime
Category:
Accounting & Finance

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