Job Description
Technical Administrator / Paraplanner
Location: Knutsford
Salary: Up to £40,000 (dependent on experience)
Contract: Permanent
Role Purpose
An exciting opportunity has arisen for an experienced Technical Administrator / Paraplanner to join a professional financial planning practice in Knutsford.
This role is focused on delivering high-quality technical paraplanning support to ensure clients receive robust, compliant and well-structured financial strategies, plans and recommendations.
You will work closely with Advisers to support the full client journey, from new business through to ongoing reviews.
Key Responsibilities
* Provide comprehensive technical paraplanning support to the Practice
* Collaborate with Advisers to identify and deliver suitable financial planning solutions
* Construct and maintain financial strategies across investment, retirement, tax and estate planning
* Support advice with cashflow modelling and detailed written reports
* Produce compliant, client-focused suitability reports and recommendations
* Act as a key technical contact for Advisers throughout the client lifecycle
* Prepare review documentation including cashflow updates and investment performance analysis
* Obtain and analyse product information, illustrations and quotes to support comparisons
* Assist with tax calculations where required
* Liaise with clients and third parties to progress cases efficiently
* Support preparation for and attend client meetings where necessary
* Maintain up-to-date knowledge of templates, regulatory changes and best practice
Knowledge & Experience
Essential:
* Previous paraplanning experience within an IFA or Wealth Management environment
* Strong understanding of financial planning principles and FCA regulatory requirements
* Experience producing suitability reports and cashflow models
Desirable:
* Level 4 Diploma qualified or working towards (or FPC with significant experience)
* Experience in pension transfers
* Experience administering IHT and/or investment products
* Familiarity with research and planning systems such as Voyant and Analytics
Skills & Behaviours
* Exceptional attention to detail and accuracy
* Strong analytical and numeracy skills
* Confident using templated suitability letters and structured report frameworks
* Highly organised with the ability to manage multiple deadlines
* Clear and professional written and verbal communication
* Strong Microsoft Office skills, particularly Word and Excel
* Ability to work independently while contributing to team objectives
* Calm, resilient and adaptable
* Positive and client-focused approach
Core Competencies
* Quality Focus – Takes ownership of delivering accurate and timely work
* Teamwork – Collaborates effectively to achieve shared goals
* Embracing Change – Adapts positively to evolving processes
* Developing Self & Others – Committed to professional growth
* Communication – Tailors communication style appropriately
* Planning & Organising – Manages time and priorities effectively
* Client Care – Delivers consistently high service standards
Apply today via NJR Recruitment or call quoting the reference NJR16509
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.