Paraplanner

Up to £50,000 Hybrid working Annual bonus Up to 28 days'' holiday + bank holidays Up to 5% matched pension Private medical Income protection Fully funded exams and paid study leave Enhanced family leave EV salary sacrifice scheme + more Most of what we say about paraplanning is about the client-facing route. This is the other one, and it matters just as much. We are working with an award-winning, independent Chartered financial planning firm based near Wilmslow, managing over £1.4bn for its clients. Their purpose is simple: making people''s lives better. That applies to the people who work there as much as the people they plan for. The firm is backed by Sovereign Capital and growing by acquisition, which means more complex casework arriving, not less. The role This is a technical paraplanning role and it is non-client-facing by design. You will not be asked to sit in client meetings, present findings or hold relationships. That is a preference some of the best paraplanners hold, and the firm has built a seat around it. You will work directly with Client Managers, who do sit in the meetings and know each case well, so the briefs you receive are real briefs. From there the work is yours: research, analysis and recommendations across pensions, investments and protection; suitability reports that are accurate, compliant and easy for a client to read; a clean record of research and rationale that stands up to scrutiny; and the confidence to flag an issue or an opportunity when ..... full job details .....