Paraplanner

Paraplanner

Hybrid

Cheshire

Up to £40k salary

This paraplanning role is perfect for experienced financial professionals looking to work in a collaborative, client-focused environment. Suitable for those who are working towards or hold their Level 4 Diploma. If you enjoy research, report writing, and supporting financial advisers with high-quality technical analysis, this could be the ideal opportunity. The role also offers progression opportunities and study support towards further qualifications.

The Business

This well-established financial planning firm has built a reputation for providing independent advice to both individuals and businesses. The company prides itself on a supportive team environment, excellent training opportunities, and a strong focus on career development. With a modern approach to financial planning, they embrace technology to streamline processes and enhance client service.

The Role

As a Paraplanner, you will work closely with a team of financial advisers to support the delivery of high-quality financial advice. Your role will involve:

• Preparing suitability reports and annual review reports for a variety of advice types.
• Conducting technical research on financial products and investment funds.
• Ensuring compliance and maintaining accurate documentation in line with regulatory requirements.
• Collaborating with advisers to gather client information and ensure financial plans align with objectives.
• Liaising with providers, clients, and third parties to obtain necessary data and resolve queries.
• Maintaining a high standard of accuracy and professionalism in all written work.

Benefits

• Up to £40,000 salary.
• Hybrid working.
• 22 days holiday + bank holidays (increasing with service).
• Birthday day off.
• Company pension.
• Study support towards qualifications.
• Death in service benefit.
• Free parking.

How to Apply

Applying is simple - submit your CV today!