Paraplanner

Client-facing paraplanning, full study support to Chartered and beyond, 25 days holiday (+ bank holidays) plus your birthday off, and hybrid working. This is a paraplanner job for someone who wants to be part of the advice, not a paraplanner sat in the background writing reports.About the firm:A well-regarded independent financial planning firm in Wilmslow, Cheshire, with a strong high-net-worth reputation built across Cheshire over nearly twenty years. It recently became part of one of the UK''s fastest-growing national advice groups, which brings investment, infrastructure and career headroom while the close-knit local team keeps running the client proposition. This is genuine "full fat" financial planning, cashflow-led, with the paraplanner sat inside the client relationship rather than behind it. Growing the paraplanning team is what has created this paraplanner job.The paraplanner job:This is a hands-on, client-facing paraplanning role with real technical variety and genuine responsibility for the advice.Building financial plans and sophisticated cashflow models across income, expenditure and net assetsCarrying out in-depth research across pensions, investments, tax planning and protectionAttending client meetings, contributing to discussions and helping shape recommendationsPreparing annual reviews, maintaining plans and producing clear suitability reports that explain the whyWorking inside a client pod alongside a Chartered Financial Planner and an AdministratorWhat ..... full job details .....