Alderley Edge, United Kingdom | Posted on 09/06/2026
Our client is a very well respected Chartered FinancialPlanning firm in Alderley Edge, they are currently recruiting a SeniorParaplanner to provide high quality technical support to the Financial Planner before, during and after Annual Planning Meetings and maintain the client relationship in the interim periods.
- Management of client relationship between meetings
- Ensure company processes adhered to. Challenge financial planner if required.
- All FP aspects of Voyant client records up to date, well annotated and understood
- Curo kept up to date with any changes that affect the client’s financial plan.
- Responsible for the accuracy of any client-facing systems
- All meeting prep (including agenda)
- Attend client meetings
- Management of client relationship/issues in between meetings
- Ensure clients’ Financial Plans always ‘make sense’
Knowledge & experience
- Ability to demonstrate ownership and independence in previous roles
- Ability to manage own workload and prioritise work effectively
- First class technical expertise in a range of different areas of advice.
- Superb technical knowledge of Financial Services products
- Have experience of using the Voyant Financial Planning software
- Knowledge of financial planning as distinct from financial advice
Skills Ability
- To read, digest and assimilate information.
- Eye for detail and accuracy
- Highly organised, methodical, analytical and disciplined
- Solutions, not problems orientated
- Excellent verbal and written communication skills Interpersonal skills to develop and maintain client trust and inspire confidence
- Cashflow modelling experience (Voyant preferable)
- Systems Experience – Curo, FE Analytics, O&M PensionProfiler, Genovo, Exchange/Assureweb, Defaqto Excellent IT skills, particularly Excel, Word and Powerpoint.
