Vacancy Description
Senior Paraplanner
Location: Liverpool City Centre (Hybrid Working Available)
Salary: £50,000 - £60,000 (dependent on experience)
Hours: Monday to Friday, 9am - 5pm
An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business.
The Role
You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function. This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team.
Key Responsibilities:
Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate ...
Location: Liverpool City Centre (Hybrid Working Available)
Salary: £50,000 - £60,000 (dependent on experience)
Hours: Monday to Friday, 9am - 5pm
An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business.
The Role
You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function. This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team.
Key Responsibilities:
Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate ...
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