Technical Paraplanner

Location: Liverpool

Salary: £38,000-£50,000 DOE

This is an opportunity for an experienced Technical Paraplanner to play a central role in the delivery of high-quality financial planning advice. The position focuses on technical analysis, recommendation design, suitability reporting, and ensuring that client outcomes are underpinned by robust research and sound planning principles.

The successful candidate will operate as a key member of the advice team, providing the technical expertise required to develop personalised financial planning solutions across a broad range of client needs and objectives.

The Role

As a Technical Paraplanner, you will be responsible for analysing complex client circumstances, identifying planning opportunities, assessing potential solutions, and producing clear, compliant, and technically accurate recommendations.

Working closely with Financial Plan...