Senior Paraplanner


Company:	Search Consultancy LTD
Salary:	£50,000 - £60,000
Hours:	Full-time
Location:	Liverpool, L1 0AF
Working pattern:	Hybrid - 2 days remote
Job type:	Permanent
Posting date:	28 Jul 2026
Closing date:	26 Aug 2026

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Summary

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 planning

Undertaking complex research and cashflow modelling

Supporting Advisers with high-value and technically complex cases

Acting as a technical reference point for the paraplanning team

Mentoring and supporting junior and mid-level Paraplanners

Reviewing paraplanning output to ensure quality, accuracy, and consistency

Contributing to the development of systems, processes, and best practices

About You

Chartered Financial Planner status (or demonstrably close to achieving)

Significant experience in a Senior Paraplanner role

Strong technical knowledge across pensions, investments, and holistic financial planning

Confident communicator with the ability to guide and mentor others

High attention to detail and strong organisational skills

Comfortable working in a hybrid environment

What's On Offer

Salary up to £60,000 (DOE)

33 days holiday (including Bank Holidays)

Hybrid working with Liverpool City Centre base

Pension scheme with employer contributions

Full support for ongoing exams and professional development

values-led culture that genuinely puts people and clients first

growing firm full of opportunity, where your contribution will be recognised and your work truly matters

Why Apply?

This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm.

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.

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