Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Senior Paraplanner

Location:

Knutsford, Cheshire

Salary:

£50,000 per annum

Benefits:

• Full-time position
• Hybrid working available, including 1 day per week working from home
• Convenient Knutsford location
• Ample on-site parking
• Opportunity to work closely with experienced Advisers and a supportive team
• Varied role offering exposure to technical financial planning and complex client cases

About the Company:

Our client is an established financial planning practice based in Knutsford, Cheshire, providing a professional and client-focused service. They are looking to appoint an experienced Paraplanner to join their team and provide high-quality technical and financial planning support to the Advisers.

This is an excellent opportunity for a Paraplanner with strong report writing skills who enjoys taking ownership of cases and working closely with Advisers and the wider administration team.

Key Responsibilities:

As a Paraplanner, your responsibilities will include:

• Preparing clear, compliant and client-focused suitability reports
• Providing technical support to Advisers and assisting with financial planning strategies
• Analysing existing client arrangements and identifying opportunities to enhance current plans
• Supporting cases from initial instruction through to completion
• Working closely with the administration team to ensure applications are processed accurately and efficiently
• Monitoring submitted business and liaising with product providers where required
• Ensuring client files and back-office systems are maintained accurately
• Preparing cashflow models using Voyant
• Conducting research and analysis using Financial Express Analytics
• Preparing for client meetings and completing post-meeting actions
• Producing illustrations, product comparisons and supporting documentation

What We're Looking For:

The successful Paraplanner will ideally have:

• Strong experience working as a Paraplanner within a financial planning environment
• Excellent report writing skills and the ability to produce clear, accurate and client-focused documentation
• Good technical knowledge across life, pensions and investment products
• The ability to analyse existing financial arrangements and provide appropriate technical support
• Experience managing cases through to completion
• Strong attention to detail and a commitment to maintaining high standards of compliance
• Excellent communication and organisational skills
• The ability to work collaboratively with Advisers, administrators and the wider practice team

A Level 4 Diploma in Financial Planning is desirable, although candidates without the qualification will also be considered where they can demonstrate strong relevant Paraplanner experience.

Desirable Skills:

• Level 4 Diploma in Financial Planning
• Experience using Voyant for cashflow modelling
• Experience using Financial Express Analytics
• Strong knowledge of pensions, investments and protection
• Excellent suitability report writing skills
• Good understanding of the end-to-end advice process
• Previous experience supporting Advisers with technical queries
• Strong IT and back-office system skills

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this Paraplanner opportunity, one of our specialist consultants will contact you to discuss the role in more detail. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.