Job Description
Role: Paraplanner
Location: Wigan
Working Pattern: Hybrid – 3 days office / 2 days home
Salary: £40,000 - £50,000
About the Role
We are working with an established and forward-thinking financial planning business that is committed to delivering exceptional outcomes for its clients.
They are now looking for an experienced Paraplanner to join their team in Wigan. This is an excellent opportunity for someone looking to develop their career within a supportive, collaborative environment where initiative, technical expertise and personal contribution are genuinely valued.
As a Paraplanner, you will play a key role in supporting Financial Planners throughout the advice process. You will provide high-quality technical research, prepare suitability reports and offer detailed financial planning support, ensuring recommendations are both technically robust and compliant.
You will gain exposure to a broad range of financial planning areas, including pensions, investments, protection, retirement and estate planning.
Key Responsibilities
- Draft accurate and compliant suitability reports based on adviser recommendations.
- Liaise closely with Financial Planners to ensure all information required is complete and accurate.
- Interpret client meeting notes and assist with preparing suitable recommendations.
- Conduct detailed research into existing policies, investments and pensions.
- Obtain illustrations, Key Features documents and supporting information.
- Provide technical guidance and support to Financial Planners.
- Manage your own caseload effectively, ensuring workflow and client records are maintained to a high standard.
- Work collaboratively with advisers, administrators and wider teams to deliver an excellent client experience.
- Maintain strong technical and industry knowledge.
- Support best practice across paraplanning and client-facing processes.
- Identify opportunities to improve paraplanning processes and efficiency.
- Provide coaching, mentoring or training support to other Paraplanners where appropriate.
- Ensure all work meets regulatory, compliance and departmental standards.
About You
We are looking for someone with strong technical paraplanning experience who takes pride in producing accurate, high-quality work.
You will ideally have:
- Previous experience working as a Paraplanner within a financial planning environment.
- Strong knowledge across pensions, investments, protection and retirement planning.
- Experience writing suitability reports.
- Excellent research and analytical skills.
- A strong understanding of FCA/compliance requirements.
- Excellent attention to detail and accuracy.
- The ability to manage your own workload and caseload effectively.
- Strong communication skills and the confidence to work closely with Financial Planners.
- A proactive approach to improving processes and delivering better client outcomes.
What's on Offer?
- Hybrid working – 3 days in the Standish office / 2 days from home
- Opportunity to join an established and growing financial planning business.
- Exposure to a broad range of technical financial planning work.
- Supportive and collaborative working environment.
- Excellent opportunities for professional development.
- Opportunity to contribute ideas and improve processes.
- A role where your technical expertise and contribution are genuinely valued.
If you're an experienced Paraplanner looking for your next opportunity in the Wigan/Standish area, we would love to hear from you. Apply today for a confidential conversation about the role.
Paraplanner in Wigan employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
