At a Glance
- Tasks: Engage with clients and manage portfolios while contributing to complex financial strategies.
- Company: Award-winning financial planning firm with a supportive and collaborative culture.
- Benefits: Competitive salary, hybrid working, generous leave, and professional development support.
- Other info: Opportunities for career growth and a focus on employee well-being.
- Why this job: Combine technical expertise with meaningful client interactions in a dynamic environment.
- Qualifications: 5+ years in financial planning, Level 4 Diploma, strong communication skills.
The predicted salary is between 55000 - 65000 £ per year.
We're growing and looking for an experienced Paraplanner to join a highly regarded, award-winning financial planning firm.
What this role actually is
This isn't a traditional back-office paraplanning position. If you're looking for a role focused solely on report writing and administration, this may not be the right fit. This opportunity is ideal for someone who enjoys both the technical side of financial planning and engaging directly with clients. You'll attend client meetings, help manage a portfolio of clients, build long-term relationships, and become a trusted technical expert within the business. Working closely with Financial Planners, you'll contribute to complex planning strategies, prepare suitability reports, conduct portfolio reviews, and ensure clients receive an exceptional level of service throughout their journey.
What we're looking for
- Minimum 5 years' experience within financial planning or paraplanning
- Level 4 Diploma qualified as a minimum
- Working towards Chartered status or already Chartered would be advantageous
- Experience working with high-net-worth and complex client cases
- Strong technical knowledge across pensions, investments and holistic financial planning
- Excellent relationship‑building and communication skills
- Proactive, organised and able to work effectively in a fast‑paced environment
What's on offer
- £55,000 - £65,000 basic salary
- Up to 5% matched pension contribution
- Up to 28 days annual leave plus bank holidays
- Hybrid working
- Core working hours of 10am - 4pm
- Income protection and life assurance (4x salary)
- Private medical insurance after 2 years' service
- Enhanced sick pay
- Enhanced maternity and paternity benefits
- Paid study leave and full exam support
- Three paid charity days per year
- Electric vehicle salary sacrifice scheme
- Cycle to Work scheme
- Free breakfast and on-site parking
- Regular team events
- Access to counselling support and Calm app subscription
About the business
Our client is an award-winning, independent financial planning firm with ambitious growth plans and a strong reputation for developing its people. They have built a collaborative, supportive culture where employees are encouraged to progress their careers, expand their technical expertise and deliver outstanding outcomes for clients. If you're looking for a role where you can combine technical excellence with meaningful client interaction, we'd love to hear from you.
Paraplanner in Wilmslow employer: Antony George Recruitment
Join an award-winning financial planning firm that values both technical expertise and client engagement, offering a collaborative and supportive culture. With competitive salaries, generous leave, hybrid working options, and a commitment to employee growth through paid study leave and exam support, this is an excellent opportunity for those looking to advance their careers while making a meaningful impact on clients' lives.
