£40,000 to £50,000 per year, Hybrid working, great benefits
Contract Type:
Permanent
Hours:
Full time
Disability Confident:
No
Closing Date:
02/10/2026
About this job
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: £40,000 - £50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team.
This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.
The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases.
You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.
Key Responsibilities:
- Producing clear, accurate, and compliant suitability reports
- Conducting detailed research across pensions, investments, protection, and estate planning
- Preparing cashflow models and technical analysis to support client advice
- Liaising closely with Advisers to ensure well-structured and client-focused recommendations
- Maintaining high standards of compliance and documentation
- Supporting continuous improvements to paraplanning processes and systems
About You
- Level 4 Diploma in Financial Planning qualified
- At least 5 years' experience working as a Paraplanner
- Strong technical understanding of pensions and investments
- Comfortable handling complex cases with minimal supervision
- Highly organised with excellent attention to detail
- A collaborative team player who takes pride in quality work
What's On Offer
- Salary of £40,000 - £50,000 (DOE)
- 33 days holiday (including Bank Holidays)
- Hybrid working with Liverpool City Centre office
- Pension scheme with employer contributions
- Full support for ongoing exams and professional development
- A values-led culture that puts people and clients first
- A growing firm offering stability, progression, and long-term opportunity
Why Apply?
This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team.
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.
Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
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Paraplanner in West Kirby employer: Career Choices Dewis Gyrfa Ltd
Join a pioneering agricultural enterprise in Shropshire that values innovation and sustainability, offering a competitive salary and accommodation support. As a Mixed Farm Worker, you'll benefit from hands-on training in both modern fruit production and regenerative livestock management, fostering your professional growth in a supportive and dynamic work environment. This role is perfect for those eager to develop their skills while contributing to a forward-thinking farm committed to excellence.
Contact Details:
Career Choices Dewis Gyrfa Ltd Recruitment Team
