Job Title: ParaplannerLocation: Stockport Salary: £30,000- £40,000Job Type: Full-Time

Reference Number: 9751

Hybrid working after probation

About Us:I am working with a dynamic and client-focused financial advisory firm committed to delivering tailored financial advice and exceptional service to our clients. They are currently looking for an experienced and detail-oriented Paraplanner to join a growing team. If you're passionate about financial planning and have a knack for research, analysis, and preparing reports, I want to hear from you!

This company is based in the Stockport area.

Role Overview:As a Paraplanner, you will play a pivotal role in supporting our financial advisers with research, report preparation, and ensuring compliance with industry regulations.

You will assist in creating and maintaining financial plans, preparing recommendations, and providing technical support. This is an exciting opportunity for an individual with strong technical knowledge who thrives in a fast-paced, client-focused environment.

A strong knowledge of Pensions and investments is crucial for this role.

Key Responsibilities:

Conduct thorough research and analysis of investment funds and financial products.
Prepare cashflow projections using CashCalc.
Investigate financial products to align with clients' specific needs and objectives.
Draft and compile suitability reports for clients.
Demonstrate a comprehensive understanding of a wide range of pensions,
investments, trusts, and estate planning strategies.
Prepare and review client Annual Reviews and associated reports.
Generate quotations upon request using platforms such as Aviva, M&G Wealth, The Exchange, and other provider websites.
Possess strong working knowledge of key software systems, including Intelligent Office, Genovo, FE Analytics, and CashCalc, as well as major providers like Aviva, M&G Wealth, Standard Life, and AJ Bell.

Ensure all correspondence is addressed promptly and efficiently.
Maintain effective communication with clients, product providers, and Independent Financial Advisers (IFAs).
Provide support to other administrators and consultants as needed.

Key Requirements:

Level 4 Diploma in Financial Planning or equivalent (or working towards).
Previous experience as a Paraplanner or in a similar financial planning support role.
Strong technical knowledge of financial products and services, including pensions, investments, tax, and protection.
Excellent written and verbal communication skills with a keen attention to detail.
Proficient in using financial planning software and Microsoft Office suite.
Strong organizational skills and the ability to work independently and as part of a team.
Knowledge of current industry regulations and compliance requirements.

Desirable Skills:

Working knowledge of financial planning software (e.g., Voyant, CashCalc, or similar).
Progress towards advanced qualifications (e.g., Chartered Financial Planner status).
Experience with preparing suitability reports and client-facing documentation.

Why Join Us?

Competitive Salary

25 days holidays plus bank holidays

Auto enrolment scheme

4 x death in service scheme

Potential for discretionary year end bonus

Possible Hybrid working after probationary period

Exam and study material paid for by the company

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Stockport on a Paraplanner role.

Our commitment to you:

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