At a Glance
- Tasks: Manage technical workflow and support Financial Planners in delivering top-notch financial advice.
- Company: Established Chartered Financial Planning firm in Liverpool with a strong reputation.
- Benefits: Private medical insurance, 25 days holiday, and hybrid working model after probation.
- Other info: Opportunity to work in a supportive team and ensure compliance with regulatory standards.
- Why this job: Step into a leadership role while staying hands-on in a dynamic environment.
- Qualifications: Experience as a Technical Paraplanner or Financial Planner with leadership aspirations.
The predicted salary is between 50000 - 60000 £ per year.
Search, a well-established Chartered Financial Planning firm in Liverpool, is seeking a Technical Paraplanner at the Technical Manager Level. The position involves managing technical workflow and supporting Financial Planners to deliver high-quality financial advice.
Key responsibilities include:
- Overseeing daily operations
- Ensuring compliance with regulatory standards
This role is ideal for a Technical Paraplanner or Financial Planner ready to step into a leadership-focused position while remaining hands-on.
Benefits include private medical insurance, 25 days holiday, and a hybrid working model after probation.
Senior Technical Paraplanner & Team Lead (Hybrid) in Liverpool employer: Search
Search is an exceptional employer that prioritises employee well-being and professional growth, offering a supportive work culture in the heart of Liverpool. With benefits such as private medical insurance and 25 days of holiday, alongside a hybrid working model, employees are empowered to achieve a healthy work-life balance while advancing their careers in a dynamic and collaborative environment.
