Paraplanner

Paraplanner
�� Up to £45,000 DOE
�� Hybrid (North West based)
We’re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing – you’ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.
What you’ll be doing:

• Conduct fund/provider research, cashflow modelling, and product comparisons
• Write detailed reports and build suitability recommendations
• Provide technical support to Advisers and Sales Support
• Review work from Paraplanning Administrators and ensure compliance standards are met
• Help improve processes to drive efficiency across the team

What we’re looking for:

• Diploma (Level 4) qualified or working towards it
• Strong knowledge of financial planning processes and core financial products
• Excellent attention to detail and ability to challenge recommendations
• Confident working independently and as part of a team
• Strong organisational and interpersonal skills

This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports, while developing their career within a supportive team.

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