Paraplanner

Description:

Paraplanner

Location: Cheadle, South Manchester
Job Type: Full-time, Permanent (40 hours per week)
Salary: Competitive, depending on experience and qualifications

Are you an experienced Paraplanner looking to join a growing, independent financial planning firm with genuine career development opportunities?
Our client is a well-established Independent Financial Adviser with four offices across the North West. Due to continued growth, they are looking to recruit a Paraplanner to join their team in Cheadle.

This is an excellent opportunity to work alongside experienced Financial Advisers, providing technical support and helping to deliver high-quality financial planning solutions. Whether you're looking to continue developing as a technical specialist or have ambitions to become a Financial Adviser in the future, this firm offers the support and structure to help you achieve your goals.

The Role
 
As a Paraplanner, you'll be responsible for:

Providing technical support to Financial Advisers
Conducting pension and investment research and analysis
Preparing high-quality, compliant suitability reports
Researching financial products and developing client recommendations
Preparing client files and ensuring compliance documentation is complete
Supporting the administration team with technical queries
Maintaining up-to-date technical knowledge and regulatory awareness
Contributing to internal projects and process improvements About You

To be successful, you'll ideally have:

Previous experience working as a Paraplanner within an IFA or Wealth Management firm
Good knowledge of pensions, investments and financial planning products
Progress towards the Level 4 Diploma in Financial Planning (essential), with full study support available
Strong attention to detail and excellent organisational skills
The confidence to challenge and question advisers where appropriate
Excellent communication skills and a client-focused approach
The ability to work collaboratively within a team Career Development
 
This firm offers a structured Financial Adviser Pathway for those who wish to progress into advice. You'll receive mentoring from experienced advisers, ongoing professional development, and full support towards further CII qualifications.

What's on Offer?

Competitive salary (DOE)
Hybrid working (one day from home once established in the role)
Flexible start and finish times
25 days annual leave, plus additional holiday with length of service
Full study support towards professional qualifications
Free on-site parking
Company events
Genuine long-term career progression within a growing business If you're looking to join a supportive and ambitious financial planning firm where you'll be encouraged to develop your career, we'd love to hear from you.

Apply today for a confidential discussion