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- Tasks: Prepare detailed reports and conduct technical research to support financial advisers.
- Company: A growing financial advisory firm with a supportive and collaborative culture.
- Benefits: Salary up to £50,000, annual bonus, hybrid working, and ongoing professional development.
- Why this job: Join a client-focused team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Financial Planning preferred.
- Other info: Great career progression opportunities in a dynamic environment.
A well-established and growing financial advisory firm based in the Cheshire area is seeking an experienced Paraplanner to join their client-focused team. This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality financial planning work and contributing to excellent client outcomes in a supportive and professional environment.
The Role
- Prepare detailed suitability reports and supporting financial planning documentation
- Provide technical research and analysis to support Financial Advisers
- Carry out cashflow modelling and product research across pensions, investments, and protection
- Ensure all advice documentation meets regulatory and internal compliance standards
- Work closely with advisers, administrators, and third-party providers
- Stay up to date with industry and regulatory changes
About You
- Previous experience in a Paraplanner role within a financial planning or IFA environment
- Level 4 Diploma in Financial Planning (or actively working towards completion)
- Strong technical knowledge across pensions, investments, protection, and taxation
- Excellent attention to detail and report-writing skills
- Confident using financial planning software and back-office systems
- Organised, proactive, and able to manage multiple priorities
What’s On Offer
- Salary up to £50,000 depending on experience
- Annual bonus and attractive benefits package
- Supportive, collaborative working culture
- Ongoing professional development and exam support
- Hybrid working arrangement
- Long-term career progression opportunities
Next Steps: Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team. If successful, you will need to digitally register with our agency. If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.
Paraplanner in Ellesmere Port employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Ellesmere Port
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss pensions, investments, and protection in detail. Show them you’re not just a candidate, but the candidate they need!
✨Tip Number 3
Don’t forget to showcase your report-writing skills! Bring samples of your previous work to the interview. This will demonstrate your attention to detail and ability to produce high-quality documentation.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role. We want to see your application and help you get your foot in the door with top firms in the industry!
We think you need these skills to ace Paraplanner in Ellesmere Port
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning and any specific skills that match the job description. We want to see how you fit into our team!
Showcase Your Technical Skills: Since this role requires strong technical knowledge, don’t shy away from mentioning your expertise in pensions, investments, and protection. We love seeing candidates who can demonstrate their proficiency with financial planning software and back-office systems.
Attention to Detail is Key: As a Paraplanner, you'll be preparing detailed reports, so make sure your application is free from errors. We appreciate candidates who take the time to proofread their work and present it professionally.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Regional Recruitment Services
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.
✨Prepare Suitability Reports
Since you'll be preparing detailed suitability reports, practice writing a few before the interview. This will help you articulate your thought process and demonstrate your attention to detail, which is crucial for this role.
✨Stay Current
Keep yourself updated with the latest industry and regulatory changes. Being able to discuss recent developments shows that you're proactive and genuinely interested in the field, which can set you apart from other candidates.
✨Show Your Team Spirit
This role involves working closely with advisers and administrators, so be prepared to talk about your teamwork experiences. Share examples of how you've collaborated effectively in the past, as this will highlight your ability to fit into their client-focused team.
