About the Role
Senior Paraplanner - Liverpool City Centre (Hybrid)
Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre.
As a Senior Paraplanner, you'll play a key role in supporting advisers, producing high‑quality suitability reports, and helping deliver exceptional outcomes for clients. This is a fantastic chance to join a forward‑thinking business that truly values technical expertise and professional development.
Role Overview
As a senior member of the paraplanning team, you will:
Produce detailed, compliant suitability reports and technical documentation
Support advisers with research, analysis, and client preparation
Conduct product, fund, and provider research
Ensure all recommendations meet regulatory and internal standards
Contribute to process improvements and best‑...
Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre.
As a Senior Paraplanner, you'll play a key role in supporting advisers, producing high‑quality suitability reports, and helping deliver exceptional outcomes for clients. This is a fantastic chance to join a forward‑thinking business that truly values technical expertise and professional development.
Role Overview
As a senior member of the paraplanning team, you will:
Produce detailed, compliant suitability reports and technical documentation
Support advisers with research, analysis, and client preparation
Conduct product, fund, and provider research
Ensure all recommendations meet regulatory and internal standards
Contribute to process improvements and best‑...
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