PARAPLANNER - WILMSLOW

The JobsBoard; Wilmslow; Hybrid; GBP 42,000 - 47,000; Full time

Benefits offered by this job

Hybrid working

Ongoing professional development

Knowledge sharing with Paraplanners

Job summary

The JobsBoard is seeking an experienced Paraplanner to join its financial planning team in Wilmslow, Cheshire. This is a technical paraplanning role, with administration handled separately; you will provide research, analysis and high-quality suitability reports across a broad range of products and providers.

The successful candidate will have a minimum of 3 years' Paraplanner experience, strong report-writing skills, and ideally the Level 4 Diploma in Financial Planning; hybrid working with two

Qualifications

• Minimum 3 years' Paraplanner experience.
• Strong experience producing full suitability reports.
• Experience across pensions, investments and retirement planning.
• Knowledge of inheritance tax planning and complex investments.
• Strong research, analytical and report-writing skills.
• Ability to manage a high-volume workload with careful attention to detail.
• Level 4 Diploma in Financial Planning preferred.

Responsibilities

• Work closely with Financial Advisers to undertake product and provider research.
• Identify appropriate and compliant solutions based on client circumstances.
• Prepare recommendation options and draft detailed suitability reports and proposals.
• Manage a high caseload of approximately 30 reports per month.
• Provide technical support across products, providers and funds.
• Work on complex cases including pension transfers and inheritance tax planning.
• Research and analyse complex investments, including bonds and trusts.
• Use financial planning software to analyse data and develop client solutions.
• Communicate directly with clients on behalf of Financial Advisers when required.
• Maintain up-to-date client records and follow internal processes.
• Support Head of Research & Paraplanning with process development.
• Maintain CPD and KPIs; stay updated with regulatory requirements.

Skills

Research

Report writing

Attention to detail

Communication

Collaboration

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Job description

PARAPLANNER - WILMSLOW

An excellent opportunity has arisen for an experienced Paraplanner to join a friendly and supportive financial planning team in Wilmslow, Cheshire.

This is a genuine technical Paraplanning role, with administration handled separately. You will work closely with Financial Advisers, providing research, technical analysis and high-quality suitability reports across a broad range of financial planning products and solutions.

The role would suit someone with a minimum of 3 years' Paraplanning experience who is confident producing full suitability reports and working across a range of products and providers.

Ideally, you will hold the Level 4 Diploma in Financial Planning, although part-qualified candidates with significant relevant experience will also be considered.

Key Responsibilities

• Work closely with Financial Advisers to undertake product and provider research.
• Identify appropriate and compliant solutions based on individual client circumstances.
• Prepare recommendation options and draft detailed suitability reports and proposals.
• Manage a high caseload of approximately 30 reports per month.
• Provide technical support across a wide range of products, providers and funds.
• Work on complex cases including pension transfers, retirement planning and Inheritance Tax planning.
• Research and analyse complex investments, including bonds and trusts.
• Use financial planning software and technology to analyse data and develop appropriate client solutions.
• Communicate directly with clients on behalf of Financial Advisers where required.
• Maintain accurate and up-to-date client records.
• Follow internal workflows and processes to ensure effective teamwork.
• Support the Head of Research & Paraplanning with the development and improvement of processes.
• Maintain a high level of technical knowledge through ongoing training and self-development.
• Keep up to date with regulatory requirements and industry standards.
• Maintain required CPD, quality targets and KPIs.

About You

The successful candidate will ideally have:

• A minimum of 3 years' experience as a Paraplanner.
• Strong experience producing full suitability reports.
• Experience working across a broad range of financial planning products and providers.
• Good knowledge of pensions, investments and retirement planning.
• Experience with Inheritance Tax planning and complex investment cases.
• Knowledge of bonds and trusts.
• Strong research, analytical and report-writing skills.
• Excellent attention to detail and the ability to manage a high-volume workload.
• Strong communication skills and the confidence to work closely with Advisers and clients.
• A collaborative approach and willingness to share technical knowledge with colleagues.
• Level 4 Diploma in Financial Planning is preferred, although significant relevant experience will also be considered.

What's on Offer

• Salary of £42,000 - £47,000 for fully qualified candidates, depending on experience.
• £30,000 - £35,000 for unqualified candidates, depending on experience.
• Hybrid working with a minimum of 2 days per week in the office following initial training.
• A genuinely technical Paraplanning role with administration handled by a separate team.
• Varied work covering the full spectrum of financial planning.
• Friendly and supportive working environment.
• Regular interaction and knowledge sharing with other Paraplanners.
• Opportunities for ongoing professional and technical development.