At a Glance
- Tasks: Prepare financial reports and support advisers in delivering top-notch planning solutions.
- Company: Join a growing wealth management practice with a forward-thinking approach.
- Benefits: Earn up to £45,000 with hybrid working options and ongoing development opportunities.
- Other info: Flexible remote work for experienced candidates and occasional office visits required.
- Why this job: Make a real impact in a supportive team while advancing your career in finance.
- Qualifications: Experience as a Paraplanner and strong technical knowledge are essential.
We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice.
The Role
- Preparing suitability reports for new business and review cases
- Supporting advice across investments, pensions, protection and wider wealth planning
- Carrying out technical research and analysis
- Working closely with advisers throughout the advice process
- Ensuring cases are accurate, compliant and delivered efficiently
What's On Offer
- Salary up to £45,000
- Hybrid working flexibility
- Remote working considered for experienced candidates
- Opportunity to join a growing practice with a strong future ahead
- Close support from advisers and the wider team
- Ongoing development opportunities
About You
You’ll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you’re looking for a role where you can make an impact within a growing practice, we’d love to have a confidential conversation.
SJP Paraplanner in Manchester employer: Ellis James Partners Ltd
Joining our Bristol office as a Client Relationship Manager offers you the chance to be part of a dynamic and growing financial planning practice that prioritises client experience and professional development. With generous benefits such as enhanced holiday, a bonus scheme, and opportunities for career growth, you'll thrive in a supportive, team-driven culture that values your contributions and encourages you to take ownership of your role. This is not just a job; it's a meaningful opportunity to make a real impact within a respected SJP Practice.
