Paraplanner

Job Advert: Paraplanner

Location: Knutsford

Salary: Between £30,000-£40,000

Reference Number: 9616

Overview: An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning practice, providing support to a team of client-facing advisers. If you have a passion for delivering high-quality paraplanning services and enjoy working in a professional, supportive environment, this could be the perfect role for you.

What can you expect?

• Salary: £30,000 - £40,000 (depending on experience and qualifications).
• 25 days holiday per year.
• 4x Death in Service Benefit.
• Employer pension contributions.
• Flexible working hours.
• Business Park location with free parking.
• Support for professional development and further study to advance within the business.

Key Responsibilities:

• Receive instructions from advisers following client meetings and interpret the data provided.
• Analyse client information and conduct thorough research using various tools to provide tailored solutions.
• Consolidate client needs and objectives into clear recommendations and action plans, delivered through suitability reports, illustrations, and key features documents.
• Ensure all tasks comply with company procedures and regulatory standards.
• Prepare client files for reviews and ensure they remain compliant on an ongoing basis.
• Research and analyse appropriate financial products and services based on individual client circumstances.
• Propose and draft financial solutions that meet each client’s goals, needs, and objectives.

Relevant Skills and Experience:

• A minimum of 2 years’ experience in a Paraplanning role, preferably within an independent financial adviser (IFA) environment.
• A clear understanding of the financial planning process.
• Ability to produce professional, technical reports that support the advice process.
• Strong organisational skills, with the ability to work without supervision and meet agreed outcomes.
• Capable of prioritising your workload and managing the Paraplanning team’s tasks.
• Technical knowledge of investments and pensions advice.
• Proficiency in MS Word, Excel, Outlook, and Intelligent Office.

Qualifications:

• Level 4 Diploma qualified in financial planning.
• High-level knowledge of investment and pension products.

If you are a highly motivated paraplanner with a strong technical background and a desire to contribute to a growing practice, apply now to be part of our supportive and forward-thinking team!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Knutsford on a Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.