Paraplanner

Antony George Recruitment; Wilmslow; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Annual bonus

Hybrid working

28 days holiday

Pension matching 5%

Private medical

Income protection

Funded exams & study leave

EV salary sacrifice

Job summary

Antony George Recruitment is assisting a Chartered financial planning firm near Wilmslow to recruit a technical paraplanner in a non-client-facing role. The successful candidate will perform research, analysis and recommendations across pensions, investments and protection, and produce suitable, compliant reports.

Working directly with Client Managers and Financial Planners, you will handle real briefs, manage complex cases averaging around £800k, and benefit from hybrid working from Wilmslow

Qualifications

• CII Level 4 Diploma in Regulated Financial Planning or equivalent.
• Proven paraplanning experience with pensions, investments and protection.
• Strong attention to detail and adherence to process.
• Excellent written communication to simplify complex recommendations.
• Comfortable working with Client Managers and Financial Planners.

Responsibilities

• Research, analysis and recommendations across pensions, investments and protection.
• Prepare suitability reports that are accurate, compliant and easy for clients to read.
• Maintain a clear record of research and rationale.
• Flag issues or opportunities when numbers indicate.

Skills

Diploma / qualifications

Paraplanning experience

Attention to detail

Clear writing

Collaborative work

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

Up to £50,000 Hybrid working Annual bonus Up to 28 days' holiday + bank holidays Up to 5% matched pension Private medical Income protection Fully funded exams & paid study leave Enhanced family leave EV salary sacrifice scheme + more

Most of what we say about paraplanning is about the client-facing route. This is the other one, and it matters just as much.

We are working with an award-winning, independent Chartered financial planning firm based near Wilmslow, managing over £1.4bn for its clients. Their purpose is simple: making people's lives better. That applies to the people who work there as much as the people they plan for. The firm is backed by Sovereign Capital and growing by acquisition, which means more complex casework arriving, not less.

The role

This is a technical paraplanning role and it is non-client-facing by design. You will not be asked to sit in client meetings, present findings or hold relationships. That is a preference some of the best paraplanners hold, and the firm has built a seat around it.

You will work directly with Client Managers, who do sit in the meetings and know each case well, so the briefs you receive are real briefs. From there the work is yours: research, analysis and recommendations across pensions, investments and protection; suitability reports that are accurate, compliant and easy for a client to read; a clean record of research and rationale that stands up to scrutiny; and the confidence to flag an issue or an opportunity when the numbers say so.

Their clients bring serious cases. Average portfolio around £800k, with estates, IHT and multi-generational planning a regular part of the work. Client banks are balanced deliberately, so the casework varies.

Who we are looking for

• CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
• Proven paraplanning experience with a strong understanding of pensions, investments and protection
• Someone who wants the technical craft long term
• Sharp attention to detail and a genuine liking for a good process
• A clear writer, able to make a complex recommendation simple without losing the substance
• Comfortable working closely with Client Managers and Financial Planners, and comfortable challenging them constructively

Growth

If Level 6 and Chartered status is a goal, the firm covers exam fees and study materials and gives you paid study and exam leave. Some paraplanners stay technical and go deep. That is a full career here, not a waiting room.

How they work

Hybrid, from their Wilmslow office and from home where appropriate, with a flexible working framework that lets you flex hours around business needs. 37.5 hour week. Focused technical work, uninterrupted.

Package

Up to £50,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave, and funded study with paid exam leave.

Their values

Integrity, growth, simplicity, excellence. They work to high standards, invest in people, and do not take themselves too seriously along the way.