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About the Role
Paraplanner
💰 Up to £45,000 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 a...
💰 Up to £45,000 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 a...
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