Location
Cheadle
Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89440
Recruiter Managing This Role
Job Title: Paraplanner
Location: Stockport
Salary: £40,000 + Benefits
Working Pattern: 4 days in office / 1 day from home
About the Role
We are partnering with a well-established financial planning firm looking for a Diploma-qualified Paraplanner to join their growing team. This is a great opportunity for someone seeking long-term career progression into advice, with a clear pathway to Trainee Financial Adviser.
Youll work closely with advisers to deliver high-quality financial plans and support client portfolios. The firm prides itself on strong back-office support, professional development, and a collaborative, client-focused environment.
Key Responsibilities
1. Prepare and support comprehensive financial plans for clients, including pensions, investments, and retirement strategies.
2. Conduct research on investment funds, insurance products, and financial markets.
3. Assist advisers with suitability reports, client reviews, and documentation.
4. Maintain accurate records and ensure compliance with regulatory standards.
5. Support the team in onboarding and managing client portfolios.
What Were Looking For
6. Diploma-qualified (Level 4) essential
7. Previous paraplanning experience preferred
8. Strong attention to detail and analytical skills
9. Excellent communication and collaboration skills
10. Ambition to progress into a Trainee Adviser role in the future