Paraplanner

Paraplanner

Location:

North West (Hybrid)
Job Type: Full-time, Permanent
Salary:
Competitive (DOE)

Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing?

Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team.

This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance.

The Role
 
Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients.

Your responsibilities will include:
 
Preparing detailed and compliant suitability reports
Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning
Supporting advisers with complex financial planning cases
Producing clear and accurate recommendations that align with FCA Consumer Duty principles
Managing and maintaining accurate client records and documentation
Ensuring all work meets FCA regulations and internal compliance standards
Working collaboratively with advisers and the wider support team to deliver an exceptional client experience  About You
 
To be successful, you'll have:
 
At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm
Strong technical knowledge across pensions, investments, protection, bonds and trusts

Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable)
Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience)
Excellent report writing, research and analytical skills
Strong organisational skills with exceptional attention to detail
A proactive approach and a genuine passion for delivering high-quality financial planning  What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including:
 
25 days annual leave, plus bank holidays
Your birthday off every year
Paid Christmas shutdown
9-day working fortnight – enjoy a paid day off every other week
5% employer pension contribution via salary sacrifice
Death in Service cover (10x basic salary)
Private Medical Insurance
Healthcare Cash Plan
Employee discounts and salary sacrifice benefits
Referral bonus scheme
Discretionary performance bonus
Full financial support and study leave for professional qualifications
Genuine opportunities for long-term career development  If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you.

Apply today for a confidential discussion