Paraplanner

OverviewParaplanner — Up to GBP45,000 DOE — Hybrid (North West based). We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.

What you ll be doing

Conduct fund/provider research, cashflow modelling, and product comparisons

Write detailed reports and build suitability recommendations

Provide technical support to Advisers and Sales Support

Review work from Paraplanning Administrators and ensure compliance standards are met

Help improve processes to drive efficiency across the team

What we re looking for

Diploma (Level 4) qualified or working towards it

Strong knowledge of financial planning processes and core financial products

Excellent attention to detail and ability to challenge recommendations

Confident working independently and as part of a team

Strong organisational and interpersonal skills

This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.

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