Paraplanner
Job in
Cheadle, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-06-26
Listing for:
Asset Recruit
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Our client is a firm of Independent Financial Advisers based in Cheadle, Cheshire.
Ideally you will have a 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.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
Key elements of the role will be:
- 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.
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
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