Paraplanner

Adecco; Stockport; On-site; GBP 38,000 - 45,000; Full time

Job summary

A financial services firm in Stockport is seeking a talented Paraplanner to analyze portfolios, produce reports, and assist with compliance. The ideal candidate will have a Level 4 Diploma or higher and proven experience in Paraplanning. This full-time role offers opportunities for ongoing technical learning and engagement with market trends. If you are passionate about providing exceptional support to clients, apply with your CV and cover letter to join a dynamic team committed to your career development.

Benefits

Opportunities for ongoing technical learning

Collaborative team culture

Qualifications

• A Level 4 Diploma or higher (part-qualified candidates may be considered).
• Proven experience in a Paraplanning role within financial services.
• Familiarity with financial advisory software, tools, and systems.

Responsibilities

• Analysing existing portfolios using advanced analytical models.
• Producing concise and accurate suitability letters, reports, and compliance support materials.
• Conducting thorough product research reports.

Skills

Experience in Paraplanning

Familiarity with financial advisory software

Understanding of FCA regulations

Strong work ethic

Desire to succeed

Education

Level 4 Diploma or higher

Job description

Join Our Team as a Paraplanner!

Are you ready to take your career to new heights in the financial services industry? We're looking for a talented and motivated Paraplanner to join our dynamic team. If you have a passion for providing exceptional support to both private and corporate clients, we want to hear from you!

Position: Paraplanner
Contract Type: Permanent
Annual Salary: Up to 45,000
Working Pattern: Full Time
Driving Required: No

What You'll Do:

• Analysing existing portfolios using our advanced analytical models.
• Producing concise and accurate suitability letters, reports, and compliance support materials.
• Conducting thorough product research reports, collaborating closely with our consultants.
• Crafting suitable portfolios of funds, tailored to clients' attitudes to risk in line with our asset allocation model.
• Assisting planners with the completion of essential paperwork.
• Taking charge of project work as directed by the Paraplanning Manager or Directors, ensuring the highest quality output.
• Providing technical guidance to our Client Relations Team and assisting with compliance-related queries.

Who You Are:

• A Level 4 Diploma or higher (part-qualified candidates may be considered).
• Proven experience in a Paraplanning role within financial services.
• Familiarity with financial advisory software, tools, and systems.
• A strong work ethic and an enthusiastic desire to succeed.
• A keen understanding of FCA regulations and compliance standards.

Why Join Us?

• Opportunities for ongoing technical learning, workshops, and courses.
• A chance to engage with the latest market trends and trade publications.
• A collaborative team culture where your contributions are valued.

Additional Support:

You’ll provide essential support to our compliance director and occasionally assist our Client Relations Team with telephone cover as needed.

Ready to Make an Impact?

If you’re excited about the prospect of working alongside a team of dedicated professionals and contributing to our clients' financial success, we’d love to hear from you!

How to Apply:

Please submit your CV and a cover letter outlining your relevant experience and why you're the perfect fit for this role.

Let’s shape the future of finance together!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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