PARAPLANNER - CHESHIRE

An established and highly regarded Chartered Financial Planning and Wealth Management firm is looking for an experienced Paraplanner to join its growing team.

This is a non-client-facing role, working closely with Client Managers and Financial Planners to provide the research, analysis and documentation that supports high-quality financial advice.

The successful candidate will be responsible for ensuring research and recommendations are accurate, well evidenced and compliant, while supporting advisers and contributing to an excellent client outcome.

Key Responsibilities:

• Conduct research and prepare recommendations across pensions, investments and protection.
• Produce clear, accurate and compliant suitability reports.
• Work closely with Client Managers to understand client objectives and develop appropriate recommendations.
• Maintain accurate records of research, recommendations and supporting documentation.
• Keep up to date with regulatory changes, product developments and market conditions.
• Build strong working relationships with Client Managers and Financial Planners.
• Provide technical support and highlight any relevant issues or opportunities.
• Contribute to improving paraplanning processes, templates and efficiencies.
• Maintain strict confidentiality and security of client information.

About You:
The ideal candidate will have:

• CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification.
• Proven experience working in a Paraplanning role.
• Strong knowledge of pensions, investments and protection.
• Excellent research, analytical and report-writing skills.
• Strong attention to detail and a high level of accuracy.
• Good understanding of FCA regulations and compliance requirements.
• Excellent organisational and time-management skills.
• The ability to work independently while collaborating effectively with Financial Planners and Client Managers.
• A professional, proactive and detail-focused approach.

What’s on Offer?

• Hybrid working and flexible working arrangements.
• Support towards further professional qualifications, including CII Level 6.
• Funded study materials and examination fees.
• Paid study and exam leave.
• Generous annual leave.
• Bonus scheme.
• Pension.
• Death-in-service benefits.
• Income protection.
• Ongoing training and professional development.
• Supportive, collaborative and friendly working environment.

Interested?
If you're an experienced Paraplanner looking for a technical, non-client-facing role within an established Financial Planning and Wealth Management environment, this could be an excellent opportunity.

If this sounds like the right opportunity for you and you're interested in finding out more, please get in touch with Riley to discuss the role and your experience.