Paraplanner

Paraplanner

Altrincham, Cheshire (WA14)

Salary: £30,000 - £40,000 DOE + Excellent Benefits

Hybrid Working Available

An exciting opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning practice based in Altrincham.

This is a fantastic opportunity for a highly organised and technically minded individual who enjoys supporting advisers, producing high-quality client recommendations, and playing an integral role in delivering exceptional financial planning solutions.

Working within a supportive and professional environment, you'll have the opportunity to further develop your technical knowledge and progress your career within a respected financial planning business.

The Role

As a Paraplanner, you will provide essential support to Financial Advisers throughout the advice process, carrying out detailed research, analysing client information, and producing comprehensive suitability reports and recommendations.

You will play a key role in ensuring client records are accurate, compliant, and maintained to the highest standards while delivering an outstanding service to both clients and advisers.

Key Responsibilities

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• Analyse clients' financial circumstances, objectives and requirements
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• Develop and maintain cashflow models and financial planning reports
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• Prepare product illustrations, suitability reports, recommendation letters and supporting documentation
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• Maintain complete and accurate client files and back-office records
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• Update cashflow models and carry out investment performance reviews
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• Produce financial planning reports, discussion papers and supporting analysis
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• Liaise with Financial Advisers to support the delivery of client recommendations
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• Coordinate with administration teams to ensure documentation and applications are completed accurately
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• Produce fund fact sheets and investment analysis using FE Analytics
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• Carry out risk assessments and compare risk ratings for investment recommendations
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• Complete attitude to risk assessments and pension analysis using industry software
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• Maintain accurate electronic records and ensure all documentation meets regulatory standards
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• Keep up to date with product developments, legislation and market changes
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• Adhere to FCA regulations and internal compliance procedures at all times
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About You

The successful candidate will have:

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• Previous experience within a Paraplanning role
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• Strong technical knowledge of pensions, investments and financial planning products
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• Experience using financial planning and provider platforms
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• Familiarity with back-office systems and financial software
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• Excellent organisational skills and meticulous attention to detail
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• Strong written and verbal communication skills
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• The ability to prioritise workload and work effectively under pressure
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• A proactive and adaptable approach with a strong client focus
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• The ability to work independently and collaboratively within a team environment
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• A commitment to ongoing professional development and maintaining industry knowledge
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What's on Offer?

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• Salary of £30,000 to £40,000 depending on experience and qualifications
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• Quarterly bonus scheme
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• Hybrid working with the opportunity to work from home one to two days per week following probation
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• Flexible working hours available
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• Supportive and professional working environment
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• Career development opportunities and industry training
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• Salary increase of £1,000 for each exam passed
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• 20 days annual leave plus bank holidays
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• Additional five days' holiday after five years' service
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• Two weeks off over the Christmas period
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• Company pension scheme
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• Regular team events and social activities
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This is an excellent opportunity for an ambitious Paraplanner looking to join a supportive and forward-thinking financial planning firm that genuinely invests in its people and offers excellent long-term career prospects.

Apply today via NJR Recruitment or call quoting the reference NJR16809

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.