Location
WILMSLOW
Salary Competitive TypePermanent WorkplaceOn-Site Ref89931
Recruiter Managing This Role
Paraplanner Job Description
Overview
We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.
Key Responsibilities
1. Prepare detailed suitability reports in line with FCA requirements
2. Conduct research and analysis across pensions, investments, protection and other financial planning products
3. Analyse client fact-finds and assess financial objectives
4. Undertake cashflow modelling and scenario planning
5. Liaise with product providers to obtain information, illustrations and valuations
6. Ensure all client files are compliant and audit-ready
7. Support advisers with technical queries and complex case work
8. Maintain accurate and up-to-date client records using back-office systems
Skills & Experience
9. Previous experience in a Paraplanner role within an IFA or wealth management firm
10. Strong technical knowledge of pensions, investments and financial planning products
11. Experience preparing suitability reports
12. Working knowledge of FCA regulations and compliance requirements
13. Proficient in Microsoft Office and financial planning software (e.g. Intelligent Office, Xplan, FE Analytics, CashCalc)
14. Excellent analytical skills and attention to detail
15. Strong written communication skills