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 with opportunities for professional growth and development.
- Why this job: Step into a leadership role while staying hands-on in 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 employer: Search
As a leading Chartered Financial Planning firm based in Liverpool, we pride ourselves on our commitment to continuous improvement and technical excellence. Our supportive work culture fosters professional growth, offering opportunities for career advancement while ensuring a healthy work-life balance with flexible hours and generous benefits, including private medical insurance and a cycle to work scheme. Join us to be part of a team that values high-quality advice and exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner
✨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!
✨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 noticed. 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
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 to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
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
Since this role involves supporting and developing a team, think of examples where you've led or mentored others. Be prepared to discuss how you can contribute to the growth of the Technical Team and improve operational efficiency.
✨Understand Compliance Inside Out
Familiarise yourself with FCA regulations and compliance processes. During the interview, highlight your experience in ensuring adherence to these standards and how you’ve maintained high-quality outputs in previous roles.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their approach to client outcomes and continuous improvement. This shows your genuine interest in the company’s culture and values, which is crucial for a role focused on delivering high-quality advice.
