Paraplanner Location: Heaton Mersey / Home (Hybrid) Salary: £35,000 - £45,000 Bonus Working Hours: 34.5 hours per week The Company Our client is a well-established financial services firm supporting both private and corporate clients with high-quality financial planning and portfolio management. They pride themselves on delivering accurate, compliant, and client-centred advice through a collaborative team of advisers, paraplanners, and operational specialists. With a strong commitment to professional development and technical excellence, they provide a supportive environment where individuals can grow their skills and make a meaningful contribution. The Role As a Paraplanner, you will play a key role in supporting the advisory team in delivering well-researched, compliant, and technically robust financial planning solutions. This position involves detailed analysis of pensions and investments, preparing suitability reports, researching products, and contributing to the overall efficiency and quality of advice delivered to clients. You will also assist in technical queries, support project work, and contribute to compliance standards across the business. This is a great opportunity for an experienced Paraplanner or someone progressing towards Level 4 Diploma status to take on a varied and technically engaging role within a friendly and collaborative team. Key Responsibilities Provide full paraplanning support to advisers across both private and corporate client cases Review and validate information gathered by advisers, ensuring accuracy and FCA compliance Conduct detailed research into products, funds, and solutions aligned with client needs and risk profiles Produce high-quality suitability reports, letters, and supporting documentation Analyse existing client portfolios using internal modelling tools Assist advisers with preparing and completing paperwork for client meetings Undertake project work as assigned by the Paraplanning Manager or senior leadership Maintain strong commercial awareness through ongoing technical learning and industry engagement Provide technical guidance to the Client Relations (administration) team and support compliance activity where required Offer occasional telephone cover to the Client Relations Team depending on business needs Experience and Qualifications Experience: Background in paraplanning within financial services Strong knowledge of personal financial planning, pensions, and investments Understanding of office processes and administrative procedures Experience using industry software (desirable) Qualifications: Level 4 Diploma (desirable); part-qualified candidates encouraged to apply Strong IT skills including Microsoft Word and Excel Personal Attributes: Excellent written and verbal communication Strong attention to detail, accuracy, and quality Confident in questioning information to ensure clarity and compliance Highly organised with the ability to prioritise and work under pressure Self-motivated, proactive, and committed to professional development Friendly, client-focused, and a positive team player Remuneration and Benefits Competitive salary and benefits package Ongoing professional development and support towards qualifications Hybrid working model combining office and home working Collaborative, inclusive, and supportive team culture Why This Role? This is an excellent opportunity for a Paraplanner who enjoys variety, autonomy, and technical challenge. You’ll join a knowledgeable and welcoming team where your expertise is valued, and your development is actively encouraged. If you’re looking to grow your career in a respected financial planning environment, this role offers the perfect platform. Job Reference 2289