Paraplanner

Eden Rose; Warrington; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial advisory firm is seeking an experienced Paraplanner to support their team in preparing technical reports and ensuring compliance with regulatory standards. The ideal candidate will possess a Level 4 qualification and have a strong understanding of financial services regulations. This role requires excellent communication and interpersonal skills, and the ability to manage multiple tasks in a fast-paced environment. If you're detail-oriented and proactive, this opportunity might be for you.

Qualifications

• Proven understanding of financial services regulations and compliance.
• Strong proficiency in paraplanning software.
• Ability to thrive under pressure and manage multiple tasks.

Responsibilities

• Prepare suitability reports and financial planning documentation.
• Assist advisers with technical analysis and client documentation.
• Ensure compliance with FCA regulations and maintain accurate records.
• Support process improvements and attend client meetings as necessary.

Skills

Financial services regulations knowledge

Excellent communication skills

Detail-oriented

Proactive

Interpersonal skills

Education

Level 4 Paraplanner qualification or CertPFS (CII)

Tools

Intelligent Office

xPlan

Voyant

Job description

About The Role

We are seeking an experienced Paraplanner to support our financial advisory team. The successful candidate will prepare technical reports, assist with client reviews, and ensure all advice documentation meets regulatory and compliance standards.

This is an excellent opportunity for a detail-oriented, proactive professional to contribute to a busy and growing practice.

Key Responsibilities

• Prepare suitability reports, annual reviews, and financial planning documentation
• Assist advisers with research, technical analysis, and client documentation
• Ensure all advice and reports comply with FCA regulations and firm standards
• Maintain accurate client records and support administrative processes
• Support process improvements and workflow efficiency within the team
• Attend client meetings as required (some client‑facing work possible)

Person Specification

• Level 4 Paraplanner qualification or CertPFS (CII) preferred; Chartered status advantageous
• Strong understanding of financial services regulations and compliance requirements
• Proficiency with paraplanning software (e.g., Intelligent Office, xPlan, or Voyant)
• Excellent written and verbal communication skills
• Detail-oriented, proactive, and able to work under pressure
• Ability to manage multiple priorities and meet deadlines
• Strong interpersonal skills; team player with a professional client manner