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, 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.
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 Liverpool employer: Search
Join a well-established Chartered Financial Planning firm in Liverpool, where continuous improvement and technical excellence are at the forefront of our culture. We offer a supportive work environment with opportunities for professional growth, competitive benefits including private medical insurance, generous holiday allowance, and a cycle to work scheme, all while maintaining a strong commitment to delivering high-quality financial advice. Embrace a rewarding career as a Technical Paraplanner, where your expertise will be valued and your contributions will directly impact client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like ours. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of compliance standards. We want to see how you can manage workflows and support our Financial Planners, so be ready to share your insights and experiences.
✨Tip Number 3
Showcase your leadership skills! Even if you're applying for a Technical Paraplanner role, highlight any experience you've had in supervising or mentoring others. We love seeing candidates who can inspire and guide a team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you're genuinely interested in joining our fantastic team.
We think you need these skills to ace Technical Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Technical Paraplanner role. Highlight your technical knowledge and any leadership experience, as we want to see how you can step up in this position.
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 our team. Keep it engaging and personal!
Showcase Your Achievements:Don’t just list your responsibilities; show us what you've achieved in your previous roles. Use specific examples to demonstrate your analytical skills and how you've contributed to compliance and operational efficiency.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. 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 where you've applied your expertise. This will demonstrate your capability to manage the technical workflow effectively.
✨Showcase Leadership Skills
Even if you're stepping into a leadership role, it’s crucial to highlight your experience in supporting or supervising junior staff. Prepare examples of how you've guided team members or improved processes, as this aligns with the company's focus on operational efficiency and team development.
✨Understand Compliance Inside Out
Familiarise yourself with FCA regulations and compliance processes. Be prepared to discuss how you’ve ensured adherence to these standards in previous roles. This will show that you can maintain the high-quality advice and professional standards the company prides itself on.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your analytical and organisational skills. Think about past experiences where you had to analyse client data or prepare suitability reports. Practising these scenarios will help you articulate your thought process and decision-making skills during the interview.
