Paraplanner
Listed on 2026-10-18
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Finance & Banking
Financial Analyst, Financial Services, Financial Reporting, Financial Advisor / Consultant
Overview
Our client is a firm of Independent Financial Advisers based in Knutsford, Cheshire. The business focuses on the pensions and “at retirement” sectors with the business model being telephone and internet based, servicing clients on a national basis.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
Responsibilities- Providing technical paraplanning support to the Directors
- Conduct whole-of-market research across various products and funds
- Draft reports for presentation to clients
Your level of involvement will vary from case to case, being involved at various stages of the advice process.
QualificationsIdeally you will have Level 4 Diploma in Financial planning, or significant progress towards achieving, and have worked for at least 1 year in a Paraplanning role within an IFA firm.
EnvironmentYou will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
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