More jobs:
Paraplanner
Job in
Wilmslow, Cheshire, SK9, England, UK
Listed on 2026-09-01
Listing for:
Eden Rose
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance, Financial Advisor / Consultant
Job Description & How to Apply Below
We’re working with a growing, established financial planning business that is looking to appoint an experienced Paraplanner to join its team.
The business provides holistic financial planning and investment management services, with a strong focus on delivering high-quality advice and client outcomes.
This is a newly established Paraplanner position, working closely with Client Managers and providing specialist technical support across the advice process.
The Role- Prepare research, analysis and suitability documentation
- Support Client Managers with technical financial planning work
- Research pensions, investments and wider planning solutions
- Assist with complex client cases and recommendations
- Ensure client files and documentation are accurate and compliant
- Support the preparation and implementation of advice
- Work closely with the wider financial planning team
- Previous experience within a Paraplanning role
- Strong technical knowledge across pensions and investments
- Excellent report writing and analytical skills
- Strong attention to detail and organisation
- Good understanding of FCA requirements
- Level 4 qualification or working towards this
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