Location
LYMM
Salary Competitive TypePermanent WorkplaceOn-Site Ref89890
Recruiter Managing This Role
We are working with a well-established and growing financial planning firm that is looking to appoint an experienced Paraplanner to support its team of advisers.
This is a fantastic opportunity to join a professional, client-focused business where paraplanning is highly valued and plays a key role in delivering quality financial advice.
The Role
As a Paraplanner, you will work closely with advisers to provide technical support and ensure advice is compliant, accurate, and tailored to client objectives.
Key responsibilities will include:
1. Preparing suitability reports and recommendations
2. Conducting technical research across pensions, investments, protection, and tax planning
3. Analysing existing client portfolios and making recommendations
4. Cashflow modelling (where applicable)
5. Liaising with advisers, administrators, providers, and compliance teams
6. Supporting client review processes and new business submissions
About You
7. Level 4 Diploma qualified (or close to completion)
8. Experience in a Paraplanner or technical support role within financial planning
9. Strong knowledge of pensions, investments, tax wrappers, and financial planning products
10. High attention to detail and strong report writing skills
11. Organised, proactive, and able to manage your own workload