At a Glance
- Tasks: Provide high-quality technical support and prepare detailed suitability reports for clients.
- Company: Established financial planning team in Knutsford with a collaborative culture.
- Benefits: Competitive salary, hybrid working, on-site parking, and career development opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner, strong report-writing skills, and technical knowledge in finance.
The predicted salary is between 45000 - 55000 £ per year.
Senior Paraplanner
Location
Knutsford, Cheshire
Salary
£45,000-£55,000
Working Pattern
Full-time, Hybrid
The Role
An excellent opportunity has arisen for an experienced
Senior Paraplanner to join an established financial planning team based in Knutsford.
Working closely with Financial Advisers, you will provide high-quality technical and research support across a diverse range of client cases.
The role will involve preparing detailed, compliant and client-focused suitability reports, analysing existing financial arrangements, supporting financial planning strategies and assisting with cases from initial advice through to completion.
This is an ideal opportunity for a technically strong Paraplanner who enjoys taking ownership of cases, producing high-quality written work and working collaboratively with Advisers and wider support teams.
Key Responsibilities
- Technical Paraplanning
- Prepare accurate, clear and compliant suitability reports and recommendation letters.
- Conduct detailed research and analysis of clients' existing financial arrangements.
- Review client portfolios and financial plans, identifying potential areas for improvement.
- Provide technical support and guidance to Financial Advisers on a range of financial planning matters.
- Research and assess Life, Pension and Investment products and solutions.
- Support Advisers in developing appropriate and technically sound financial planning strategies.
- Produce product research, comparisons, illustrations and supporting documentation.
- Case Management
- Take ownership of paraplanning cases from initial instruction through to completion.
- Work closely with Financial Advisers and Administrators to ensure cases progress efficiently and accurately.
- Liaise with product providers and platforms where required to obtain information and progress outstanding business.
- Monitor the progress of new business and ensure actions are followed up within appropriate timescales.
- Maintain accurate and comprehensive client records across relevant back-office systems.
- Ensure all documentation and client files are complete, accurate and compliant.
- Financial Planning & Analysis
- Prepare detailed cashflow models to support client recommendations and financial planning strategies.
- Utilise financial planning and investment research tools to analyse client circumstances and investment arrangements.
- Assist with the preparation of client meeting packs and supporting materials.
- Complete research and analysis to support recommendations across pensions, investments, protection and wider financial planning.
- Assist with Trust planning and other more complex areas of financial planning where required.
- Support Advisers with pre- and post-meeting requirements, including research, recommendations and follow-up actions.
- Team Collaboration
- Build strong working relationships with Financial Advisers, Administrators and other members of the financial planning team.
- Help ensure an efficient workflow between advice, paraplanning and administration.
- Communicate effectively with colleagues and external providers to ensure cases are progressed smoothly.
- Contribute ideas and suggestions to improve processes, efficiency and the overall client experience.
- Provide support and technical input to colleagues where appropriate.
About You
The successful candidate will ideally have previous experience working as a
Paraplanner or Senior Paraplanner within a financial planning or wealth management environment.
You will be technically confident, highly organised and able to manage multiple cases while maintaining a consistently high standard of work.
Essential / Desirable Experience
- Previous experience working within a Paraplanning role.
- Strong report-writing and written communication skills.
- Good technical knowledge across pensions, investments and life/protection products
- Experience preparing detailed suitability reports and financial planning documentation.
- Ability to analyse complex client information and translate it into clear, client-focused recommendations.
- Strong attention to detail and a commitment to producing accurate, compliant work.
- Ability to manage your own workload and take ownership of cases.
- Strong communication skills and the ability to work effectively with Advisers and support teams.
- Experience using cashflow modelling software.
- Experience using investment research and analytical tools.
- Experience with Trust planning would be advantageous.
- Experience with Drawdowns would be advantageous.
Level 4 Diploma in Financial Planning or equivalent qualification is desirable, although candidates with strong relevant paraplanning experience will also be considered.
- What's on Offer
- Full-time position
- Hybrid working available
- On-site parking
- Opportunity to work within an established financial planning environment
- Varied and technically interesting caseload
- Opportunity to develop your technical expertise and progress your career within paraplanning and financial planning
Senior Paraplanner in Knutsford employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
