Paraplanner

Paraplanner Salary: Up to £45,000 per annum Location: Wilmslow - Hybrid, 3 days office / 2 days WFH Qualification: Level 4 Diploma required About the Role We are delighted to be recruiting for an experienced Paraplanner to join a growing financial planning business. This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys working on complex cases, producing high-quality technical reports and contributing to a collaborative team environment. Working closely with advisers, paraplanners, administrators and compliance, you will play a key role in ensuring advice is technically accurate, compliant and focused on delivering excellent client outcomes. Key Responsibilities Undertake detailed research and analysis to formulate appropriate financial planning advice. Prepare accurate, compliant and client-focused suitability reports and letters. Provide technical support across investments, pensions, inheritance tax, tax-efficient investments, trusts and protection. Prepare cash flow planning forecasts and supporting analysis. Provide technical research and guidance to advisers and management. Work collaboratively with advisers and administrators to ensure smooth delivery of client cases. Support the Head of Department, Directors and management as required. Contribute to the development and continuous improvement of paraplanning processes and procedures. Embed feedback, change and best practice across the team. Work closely with the Compliance team to ensure ..... full job details .....