Technical Paraplanner

Job Ref

90922

Location

Wilmslow

Salary

£35,000 - £45,000 Per Annum

Employment Type

Permanent

• Location: WILMSLOW, Cheshire
• Type: Permanent
• Job #90922
• Salary: £35,000 - £45,000 Per Annum

Overview Paraplanner – Job Description We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.

Key Responsibilities

• Prepare detailed suitability reports in line with FCA requirements
• Conduct research and analysis across pensions, investments, protection and other financial planning products
• Analyse client fact-finds and assess financial objectives
• Undertake cashflow modelling and scenario planning
• Liaise with product providers to obtain information, illustrations and valuations
• Ensure all client files are compliant and audit-ready
• Support advisers with technical queries and complex case work
• Maintain accurate and up-to-date client records using back-office systems

Skills & Experience

• Previous experience in a Paraplanner role within an IFA or wealth management firm
• Strong technical knowledge of pensions, investments and financial planning products
• Experience preparing suitability reports
• Working knowledge of FCA regulations and compliance requirements
• Proficient in Microsoft Office and financial planning software (e.g. Intelligent Office, Xplan, FE Analytics, CashCalc)
• Excellent analytical skills and attention to detail
• Strong written communication skills