PARAPLANNER

PARAPLANNER - WILMSLOW

An excellent opportunity has arisen for an experienced Paraplanner to join a friendly and supportive financial planning team in Wilmslow, Cheshire.

This is a genuine technical Paraplanning role, with administration handled separately. You will work closely with Financial Advisers, providing research, technical analysis and high-quality suitability reports across a broad range of financial planning products and solutions.

The role would suit someone with a minimum of 3 years' Paraplanning experience who is confident producing full suitability reports and working across a range of products and providers.

Ideally, you will hold the Level 4 Diploma in Financial Planning, although part-qualified candidates with significant relevant experience will also be considered.

• Work closely with Financial Advisers to undertake product and provider research.
• Identify appropriate and compliant solutions based on individual client circumstances.
• Prepare recommendation options and draft detailed suitability reports and proposals.
• Manage a high caseload of approximately 30 reports per month.
• Provide technical support across a wide range of products, providers and funds.
• Work on complex cases including pension transfers, retirement planning and Inheritance Tax planning.
• Research and analyse complex investments, including bonds and trusts.
• Use financial planning software and technology to analyse data and develop appropriate client solutions.
• Communicate directly with clients on behalf of Financial Advisers where required.
• Maintain accurate and up-to-date client records.
• Follow internal workflows and processes to ensure effective teamwork.
• Support the Head of Research & Paraplanning with the development and improvement of processes.
• Maintain a high level of technical knowledge through ongoing training and self-development.
• Keep up to date with regulatory requirements and industry standards.
• Maintain required CPD, quality targets and KPIs.

The successful candidate will ideally have:

• A minimum of 3 years' experience as a Paraplanner.
• Strong experience producing full suitability reports.
• Experience working across a broad range of financial planning products and providers.
• Good knowledge of pensions, investments and retirement planning.
• Experience with Inheritance Tax planning and complex investment cases.
• Knowledge of bonds and trusts.
• Strong research, analytical and report-writing skills.
• Excellent attention to detail and the ability to manage a high-volume workload.
• Strong communication skills and the confidence to work closely with Advisers and clients.
• A collaborative approach and willingness to share technical knowledge with colleagues.
• Level 4 Diploma in Financial Planning is preferred, although significant relevant experience will also be considered.

• Salary of £42,000 - £47,000 for fully qualified candidates, depending on experience.
• £30,000 - £35,000 for unqualified candidates, depending on experience.
• Hybrid working with a minimum of 2 days per week in the office following initial training.
• A genuinely technical Paraplanning role with administration handled by a separate team.
• Varied work covering the full spectrum of financial planning.
• Friendly and supportive working environment.
• Regular interaction and knowledge sharing with other Paraplanners.
• Opportunities for ongoing professional and technical development.