An exciting opportunity has arisen for an experienced Senior Paraplanner to join a growing and well-respected Independent Financial Advisory (IFA) firm based in Liverpool. This firm offers a dynamic and supportive working environment, with ample parking nearby and the flexibility of hybrid working. The Opportunity: This role is ideal for a highly technical Paraplanner who is looking to deepen their expertise and contribute to the delivery of first-class financial planning. Working closely with Financial Planners, you will support clients with significant portfolios by conducting in-depth analysis, producing high-quality reports, and ensuring recommendations align with their financial objectives. As a subject matter expert, you will apply your advanced knowledge of financial planning, investment strategies, and specialist products to enhance the client experience. This role offers the chance to develop as a technical specialist, with opportunities to work towards Chartered Status and explore future career progression within financial planning or specialist advisory areas. Key Responsibilities: Technical Paraplanning Support - Conduct detailed research, analysis, and cashflow modelling to identify suitable financial solutions. Report Writing & Recommendations - Prepare high-quality suitability reports, ensuring advice is fully compliant and tailored to individual client needs. Client Collaboration - Work closely with Financial Planners, attending meetings where required, to support the delivery of outstanding client service. Compliance & Regulatory Knowledge - Ensure all recommendations align with FCA regulations and internal compliance policies. Continuous Development - Keep up to date with industry trends, legislative changes, and technical developments to provide cutting-edge support. About You: Level 4 Diploma in Financial Planning as a minimum, ideally Level 6 Extensive paraplanning (around 5 years plus) experience within an IFA or wealth management environment. Strong technical knowledge across pensions, investments, tax planning, and protection. Excellent attention to detail, analytical skills, and written communication. A proactive approach with the ability to manage multiple priorities effectively. Benefits & Working Environment: Hybrid working options for a better work-life balance. Comprehensive benefits package, including private medical insurance, pension contributions, and group life insurance. Career development support- a growing and successful business who are embarking on an exciting career path having just attained FCA Approval. Chartered Status and explore future progression within financial planning. This is an excellent opportunity for a skilled Paraplanner to take the next step in their career within a forward-thinking and highly respected IFA firm. Interested? Apply today to find out more