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- Tasks: Lead a team in providing top-notch paraplanning support and produce detailed financial reports.
- Company: A growing financial planning firm in Liverpool with a people-first culture.
- Benefits: Salary up to £60,000, 33 days holiday, hybrid working, and professional development support.
- Other info: Join a dynamic team where your contributions are valued and recognised.
- Why this job: Make a real impact in shaping processes and mentoring future financial planners.
- Qualifications: Chartered status or close, with significant experience and strong technical knowledge.
The predicted salary is between 50000 - 60000 £ per year.
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
- A values-led culture that genuinely puts people and clients first
- A 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.
Senior Paraplanner employer: Career Choices Dewis Gyrfa Ltd
Contact Detail:
Career Choices Dewis Gyrfa Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical expertise and leadership experience. We want to see how you can bring value to their team, so share specific examples of your past successes!
✨Prepare for the Interview
Do your homework on the company and the role. Understand their values and how you can contribute to their mission. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged in the process.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical knowledge in pensions, investments, and financial planning to show us you're the right fit for the Senior Paraplanner role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about paraplanning and how your experience aligns with our values-led culture. This is your chance to showcase your personality and enthusiasm for the role!
Showcase Your Leadership Skills: Since this role involves mentoring and supporting others, make sure to include examples of your leadership experience. We want to see how you've guided teams or contributed to developing processes in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and estate planning. Be ready to discuss specific cases you've worked on and how you approached complex research or cashflow modelling.
✨Showcase Your Leadership Skills
Since this role involves mentoring and supporting junior Paraplanners, think of examples where you've led a team or guided others. Highlight your experience in developing processes and how you've contributed to team success.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare to discuss how you would handle high-value, technically complex cases and what steps you would take to ensure quality and accuracy in paraplanning output.
✨Emphasise Cultural Fit
This firm values a collaborative and people-first culture. Be ready to talk about how you align with these values and how you can contribute to a positive team environment while driving quality and development.