Senior Paraplanner

Senior Paraplanner

Location: Liverpool City Centre (Hybrid Working Available)
Salary: £50,000 - £60,000 (dependent on experience)
Hours: Monday to Friday, 9am - 5pm

An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business.

The Role

You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function. This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team.

Key Responsibilities:

Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate ...