Job Ref: 90517
Location: Manchester
Salary: £35,000 - £40,000 per annum
Employment Type: Permanent
* Location: Manchester, Greater London
* Type: Permanent
* Job #90517
* Salary: £35,000 - £40,000 Per Annum
A leading independent financial planning firm is seeking an experienced PICOP Paraplanner to join its specialist team supporting individuals, trustees, and deputies involved in personal injury and clinical negligence cases.
Working closely with advisers, you will provide detailed financial research, technical analysis, and report writing across a broad range of complex client cases. The role offers the opportunity to further develop technical expertise within a highly supportive and collaborative paraplanning environment.
Key Responsibilities
* Conduct research on existing and recommended financial planning arrangements to ensure client objectives are met.
* Undertake investment portfolio analysis, including drawdown analysis.
* Verify periodical payments and associated calculations.
* Prepare Trust reports and annual review reports within agreed timescales.
* Compile investment, pension, and protection illustrations and associated documentation.
* Produce technical suitability reports and client communications.
* Ensure all client files remain compliant with FCA regulations and internal procedures.
* Support advisers with ongoing financial strategy reviews and annual client servicing.
Requirements
* Minimum of 2 years’ experience in a paraplanning role.
* Progression towards or completion of the Diploma in Regulated Financial Planning (Level 4).
* Strong technical knowledge across pensions, investments, and protection.
* Excellent report writing and analytical skills.
* Ability to manage complex workloads within a fast-paced environment while maintaining exceptional attention to detail.
* Strong teamwork and collaboration skills.
* Empathy and professionalism when dealing with sensitive client circumstances.
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