Job Description
Paraplanner
Location: Holmes Chapel | Type: Full-time
A respected financial planning firm with a specialist niche is seeking a Paraplanner to support advisers in delivering high-quality, compliant advice. This is a primarily non-client-facing role, focused on research, report writing, and implementation support.
What You’ll Do:
* Analyse client fact-finds, financial information, and objectives
* Research solutions and draft suitability/recommendation reports
* Support implementation of adviser-approved advice
* Prepare annual and ad-hoc review analysis
* Assist with specialist niche cases
* Ensure all work meets FCA and internal compliance standards
About You:
* Proven paraplanning experience in a financial planning firm
* Strong report-writing skills and high attention to detail
* Good understanding of FCA rules and suitability requirements
* Experience with review-led advice or specialist niche work is desirable
* Junior Paraplanners with good report writing experience will be considered, although salary will be at lower end
Qualifications & Benefits:
* Financial planning qualifications not essential; study support provided
* Salary: £30,000-£35,000 (up to £40,000 for highly experienced candidates)
* Office-based during probation, with hybrid flexibility afterwards
* Company benefits included
This role offers the chance to develop your technical expertise and work on complex, rewarding cases in a supportive environment.