Senior Paraplanner
Wealth Management Firm
- Location
- Liverpool · On-site
- Salary
- £55,000 – £60,000
- Contract
- Permanent
- Sector
- Financial Services
About the role
Senior Paraplanner
Full-time
Our client is seeking an experienced Senior Paraplanner to support Financial Advisers across complex cases, suitability reports, research and technical analysis.
The role will cover pensions, investments and tax planning, with responsibility for ensuring advice is accurate, compliant and delivered efficiently. You will also have the opportunity to mentor junior team members and contribute to the smooth running of the paraplanning function.
Key requirements:
Strong experience as a Paraplanner/Senior Paraplanner Excellent technical knowledge across pensions and investments Experience with suitability reports and complex cases Strong understanding of compliance and regulatory requirements Ability to support and mentor junior colleagues Excellent attention to detail and organisational skills