Paraplanner
Job in
Greater Manchester, Manchester, Greater Manchester, M9, England, UK
Listed on 2026-10-04
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Overview
Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.
Key Responsibilities- Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
- Check and confirm fact-find information with Financial Planners
- Review ceding scheme details and liaise with providers to obtain any missing information
- Ensure recommendations are suitable and compliant with regulatory requirements
- Draft and adapt high-quality suitability reports based on discussions with Financial Planners
- Conduct research and analysis to identify appropriate financial solutions
- Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
- Maintain accurate and compliant client records using back-office systems
- Identify and raise any discrepancies on client files with the Financial Planner
- Diploma in Regulated Financial Planning (desired)
- Minimum of 2 years experience as a Paraplanner
- Strong understanding of the financial planning process
- Solid experience in pensions, investments (including ISAs and bonds), IHT and trust cases; protection knowledge preferable
- Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant
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