Search, a growing, values-led financial planning firm in Liverpool City Centre, is seeking an experienced Paraplanner to join the technical team. The role suits Level 4 qualified paraplanners with strong all-round experience who relish producing high-quality work and delivering excellent client outcomes.
You will work closely with Financial Planners and Senior Paraplanners, handling pensions and investments research, preparing cashflow models, and creating compliant suitability reports.
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Paraplanner (Hybrid) β Pension, 33 Days, Growth in Liverpool employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.