Paraplanner in Liverpool

Paraplanner

Liverpool City Centre

Hybrid working

Up to £50k+

9 Day working fortnight

This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You’ll be joining a respected advisory business that values accuracy, teamwork, and progression – making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable.

Based in a modern city centre office in Liverpool, the team enjoys a professional, collaborative environment with easy access to transport links, cafés, and local amenities.

The Business

The firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You’ll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes.

The Role

You’ll work closely with advisers to research, analyse, and prepare detailed suitabi…