At a Glance
- Tasks: Manage technical workflow and support Financial Planners in delivering high-quality advice.
- Company: Reputable Chartered Financial Planning firm focused on excellence and client outcomes.
- Benefits: Flexible working hours, 25 days holiday, private medical insurance, and a cycle to work scheme.
- Other info: Join a supportive team that values continuous improvement and professional development.
- Why this job: Step into a leadership role while staying hands-on with technical financial planning.
- Qualifications: Strong experience in financial planning and excellent analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
Location: Liverpool
Salary: Negotiable depending on experience
Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
Working Pattern: Full-time | Hybrid available after probation
Benefits:
- 10x Death in Service
- Private Medical Insurance
- 25 days holiday + bank holidays (calculated in hours for flexibility)
- Birthday off
- Cycle to Work scheme
- 5% pension
The Company
A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture.
The Role
This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency, ensuring all outputs meet regulatory and internal standards.
Key Responsibilities:
- Technical & Workflow Management
- Allocate and manage workflow across the Technical Team
- Provide first-line support and technical guidance
- Oversee daily technical operations
- Financial Planning Support
- Analyse client data and prepare cashflow modelling
- Conduct product research and analysis
- Oversee preparation of suitability reports and financial plans
- Compliance & Governance
- Ensure adherence to FCA and regulatory standards
- Oversee compliance processes, MI reporting, and documentation
- Maintain and enhance technical procedures and templates
- Leadership & Strategy
- Support and develop the Technical Team
- Report performance and MI to Directors
- Support business-wide technical projects and initiatives
Requirements:
- Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner
- Strong technical knowledge across financial planning disciplines
- Experience supporting or supervising junior staff (desirable)
- Progress towards Chartered status preferred
- Excellent analytical and organisational skills
This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically.
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.
Technical Paraplanner in Birkenhead employer: Search
As a leading Chartered Financial Planning firm based in Liverpool, we pride ourselves on fostering a culture of continuous improvement and technical excellence. Our employees enjoy a supportive work environment with flexible hybrid working options, generous holiday allowances, and comprehensive benefits including private medical insurance and a robust pension scheme. We are committed to the professional growth of our team, providing opportunities for leadership development and technical mastery in a dynamic and rewarding setting.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Birkenhead
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Technical Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've managed technical workflows or supported financial planners. We want to see your expertise shine through!
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to fit their culture and values. Research the firm’s approach to financial planning and align your skills with what they’re looking for.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Technical Paraplanner in Birkenhead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Technical Paraplanner role. Highlight your relevant experience and skills that match the job description. We want to see how you can bring your unique expertise to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it engaging and personal – we love to see your personality!
Showcase Your Technical Skills:Since this role is all about technical excellence, make sure to showcase your analytical and organisational skills in your application. Give examples of how you've successfully managed workflows or supported teams in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Search
✨Know Your Technical Stuff
As a Technical Paraplanner, you’ll need to showcase your strong technical knowledge. Brush up on financial planning disciplines and be ready to discuss specific cases or scenarios where you've applied your expertise. This will demonstrate your capability and confidence in the role.
✨Showcase Leadership Skills
Since this position involves supporting and developing a team, think of examples where you've led or mentored others. Be prepared to discuss how you manage workflow and ensure compliance, as well as any strategies you've implemented to improve team performance.
✨Prepare for Compliance Questions
Given the importance of adhering to FCA and regulatory standards, expect questions around compliance processes. Familiarise yourself with relevant regulations and be ready to explain how you’ve ensured compliance in your previous roles. This shows you take governance seriously.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to technical excellence and client outcomes. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
