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Permanent

Paraplanner

Crewe
money-bag 30000.00-30000.00 Annual
Posted Yesterday

Paraplanner Location: Holmes Chapel Type: Full-time A respected financial planning firm with a specialist niche is seeking a Paraplanner to support advisers in delivering high-quality, compliant advice. This is a primarily non-client-facing role, focused on research, report writing, and implementation support. What You''ll Do: Analyse client fact-finds, financial information, and objectivesResearch solutions and draft suitability/recommendation reportsSupport implementation of adviser-approved advicePrepare annual and ad-hoc review analysisAssist with specialist niche casesEnsure all work meets FCA and internal compliance standards About You: Proven paraplanning experience in a financial planning firmStrong report-writing skills and high attention to detailGood understanding of FCA rules and suitability requirementsExperience with review-led advice or specialist niche work is desirableJunior Paraplanners with good report writing experience will be considered, although salary will be at lower end Qualifications and Benefits: Financial planning qualifications not essential; study support providedSalary: £30,000-£35,000 (up to £40,000 for highly experienced candidates)Office-based during probation, with hybrid flexibility afterwardsCompany benefits included This role offers the chance to develop your technical expertise and work on complex, rewarding cases in a supportive environment. ..... full job details .....

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