Qualified Paraplanner

Salary to £45,000

Location: Stockport / Hybrid

Role Purpose

• Provide paraplanning support to advisers in the preparation of financial solutions for clients.
• Analyse, monitor, and report on pensions and investment portfolios, including drawdown and existing policy analysis.
• Ensure all work meets internal standards, compliance requirements, and FCA regulations.
• Contribute to the overall success of the company and collaborate with the wider team to maintain excellence in client service.

Key Responsibilities

• Support advisers in client sales and advisory work, including assessing client needs and conducting product research.
• Prepare clear, accurate, and compliant suitability reports, letters, and supporting materials.
• Analyse existing client portfolios using company analytical models and asset allocation frameworks.
• Produce product research reports and assist advisers with portfolio recommendations.
• Collaborate with the Client Relations Team to provide technical and compliance guidance.
• Participate in ongoing professional development, workshops, and technical training.
• Assist the Compliance Director with ad-hoc compliance support tasks.
• Cover for the Client Relations Team by handling telephone queries when needed.
• Take responsibility for special projects as assigned by the Paraplanning Manager or Directors.

Requirements

Experience

• Broad knowledge of financial planning and paraplanning processes.
• Experience in a financial services role, ideally within paraplanning.
• Familiarity with industry software and office systems.

Qualifications

• Level 4 Diploma in Regulated Financial Planning desirable; part-qualified candidates considered with development support.
• Strong computer skills, particularly Word and Excel.

Personal Attributes

• Strong written and verbal communication skills.
• High attention to detail and accuracy.
• Excellent organisational skills and ability to manage competing priorities.
• Confident in challenging colleagues when required to ensure compliance and clarity of advice.
• Initiative-driven, self-motivated, and focused on continuous improvement.
• Friendly, client-focused, team-oriented, and able to maintain professionalism under pressure.

Working Environment

• Open-plan office with equal facilities for all team members.
• Hybrid working options available, with occasional overtime during periods of high workload.
• Use of company systems and technology to manage client data and reporting.

Important Note: Due to a high volume of applications, if your answers are “no” to the essential questions or your CV does not clearly reflect the required skills and experience, we may not be able to contact you.

NJR16297