Paraplanner

Location: Ramsbottom

Paraplanner Location: Bury or Chester (Office-Based, 5 Days per Week)
Hours: Flexitime available between 8am 5pm
Salary: Competitive + 10% Bonus + Exam Support
Type: Permanent
About the Firm A well-established and growing financial planning firm with offices in Bury and Chester is looking to appoint an experienced Career Paraplanner.
The firm offers:

• A young, collaborative team
• Clear career progression (several administrators have moved into adviser roles)
• A specialist professional sports division supporting footballers
• Full commitment to professional development, including exam funding and study support

This is a strong long-term opportunity for a paraplanner wanting to develop within a high-performing, supportive environment.
The Opportunity You ll work closely with Financial Advisers to conduct research, analyse client needs, and prepare high-quality financial planning reports.
This role involves producing detailed suitability reports, formulating recommendations, and ensuring all advice meets internal and regulatory standards.
Candidates must have experience within an IFA environment and should be working toward or already hold the CII Diploma in Regulated Financial Planning, with long-term support provided to progress toward Chartered status.
Key Responsibilities Paraplanning Duties

• Gather and analyse information on clients existing financial arrangements
• Conduct gap analysis and prepare strategy reports aligned to client goals
• Research the market to identify suitable financial planning solutions
• Write clear, compliant, plain-English suitability reports
• Prepare research and quotations for client meetings
• Produce valuations, portfolio commentary, and analysis
• Liaise with advisers, providers, and clients throughout the process
• Maintain accurate client records and back-office system updates
• Assist with compliant submission of new business
• Follow internal processes, workflows, and FCA requirements
• Contribute to best practice across the paraplanning team
• Participate in training, development, and exam study programmes

Key Competencies

• Strong knowledge of the Financial Services market
• Excellent understanding of FCA regulations and compliance
• High attention to detail and quality assurance
• Clear and confident communication skills
• Strong teamwork and collaboration
• Ability to plan, prioritise, and meet deadlines
• Good IT skills and adherence to systems and processes

Benefits

• Competitive salary
• 10% annual bonus
• Full exam support, including £500 per exam passed
• 25 days holiday, increasing with length of service
• Paid parking
• Pension: 3% employer / 4% employee
• Death in Service: 4x salary
• PHI: 75% to age 65 (13-week deferred period)

Recruitment Process

• Stage 1: Online interview
• Stage 2: Final face-to-face interview at either the Bury or Chester office