Paraplanner

Adamson Ross Wealth Management; Newton-le-Willows; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Adamson Ross Wealth Management seeks an experienced Paraplanner to support Partners and Advisers in delivering high-quality financial advice and excellent client outcomes.

You will handle suitability reports, financial calculations, cashflow modelling, new business and ongoing client reviews, ensuring smooth case progression from start to finish.

Qualifications

• Keen to hear from candidates with FCA-regulated financial services experience and a strong eye for detail.
• Solid understanding of the financial advice process is required.
• Demonstrates organisation, proactivity and ability to manage competing priorities.
• Committed to delivering high-quality work and excellent client service.

Responsibilities

• Support the delivery of high-quality financial advice to clients.
• Assist with suitability reports and financial calculations.
• Perform cashflow modelling and contribute to new business processes.
• Manage client reviews and coordinate with Partners and Advisers to ensure smooth cases.

Skills

Attention to detail

Organised

Prioritisation

Client service

Cashflow modelling

Education

CII Diploma in Regulated Financial Planning

SJP Diploma Qualified Paraplanner

Job description

Are you an experienced financial services professional looking for your next opportunity? We’re looking for a motivated and technically capable Paraplanner to join our team!

This is a fantastic opportunity to work closely with our Partners and Advisers, supporting the delivery of high-quality financial advice and excellent client outcomes.

The role offers plenty of variety, covering suitability reports, financial calculations, cashflow modelling, new business and ongoing client reviews. You’ll play an important role in supporting our advisers, managing cases and ensuring everything runs smoothly from start to finish.

What's on offer?

• Starting salary of up to £40,000, depending on experience
• 32.5 hours per week – our full-time working week
• Hybrid working – two days in the office each week, including Tuesdays, with flexibility to work from home or the office on the remaining three days
• Start date: January 2027

What are we looking for?

We’re keen to hear from someone with experience in an FCA-regulated financial services environment, a good understanding of the financial advice process and a strong eye for detail.

You’ll be organised, proactive and confident managing competing priorities, with a genuine commitment to delivering high-quality work and excellent client service.

A CII Diploma in Regulated Financial Planning and/or an SJP Diploma Qualified Paraplanner qualification would be advantageous.

You’ll be part of a supportive team, with the opportunity to develop your technical expertise, work closely with experienced advisers and build your knowledge across a broad range of financial planning activities.