Paraplanner

About us

Personal Financial Planning is an employee\-owned business operating through an Employee Ownership Trust (EOT). We believe in sharing the long\-term success of the business with the people who help create it and in building a collaborative, supportive culture for our team.

We are looking for a Paraplanner to join our financial planning team. We welcome applications from experienced paraplanners and candidates looking to progress into paraplanning from a financial planning administration or similar technical support role.

This role is based at our Holmes Chapel office, with flexible working arrangements available subject to training requirements, business needs and the responsibilities of the role.

The role

This is primarily a non\-client\-facing position. You will support advisers with research, analysis, suitability reports and client reviews. Our work includes pensions, investments and a significant number of Personal Injury Trust cases.

The position can be shaped around the successful candidate's experience. An established paraplanner will manage cases with limited supervision. A developing paraplanner will receive structured support, with responsibilities increasing as technical knowledge and competence develop.

The role does not involve responsibility for providing regulated financial advice. Attendance at client meetings may occasionally be required for development or technical support.

Key responsibilities

• Review fact\-finds, valuations and supporting information.


• Identify missing, inconsistent or unclear information.


• Gather information from providers and investment platforms.


• Carry out product, platform, investment and technical research.


• Prepare calculations, comparisons and supporting analysis.


• Draft suitability and recommendation reports for adviser approval.


• Support annual and ad hoc client reviews.


• Assist with Personal Injury Trust and other trust\-related cases.


• Maintain complete client files and clear audit trails.


• Support the implementation of approved recommendations.


• Liaise with providers, platforms, trustees and professional third parties.


• Manage allocated cases and communicate progress effectively.


• Raise technical, suitability or compliance concerns where appropriate.


• Keep technical knowledge and professional qualifications up to date.


• Contribute to improvements in templates, processes and working practices.

What we're looking for

• Experience within a UK financial planning, financial services or related professional environment.


• A genuine interest in developing or continuing a career in paraplanning.


• Strong written and numerical skills.


• High attention to detail and a methodical, organised approach.


• The ability to review information critically and identify gaps.


• Clear and professional communication skills.


• The ability to manage priorities and meet deadlines.


• Confidence using Microsoft Office and learning new systems.


• A willingness to undertake continued professional study and development.

Experience and qualifications

We welcome applications from:

• Experienced paraplanners with report\-writing experience and a good understanding of the financial planning advice process.


• Financial planning administrators or technical support staff looking to progress into paraplanning.


• Candidates studying towards the Level 4 Diploma in Financial Planning.


• Candidates willing to begin professional study and develop their technical knowledge.

Experience of drafting suitability reports, supporting client reviews and working within an FCA\-regulated advice process would be advantageous but is not essential for developing applicants.

Desirable experience

• Annual or periodic client reviews.


• Pension and investment planning.


• Personal Injury Trusts or other trust\-based planning.


• Investment platforms and provider systems.


• Cashflow modelling or financial planning software.


• Working with trustees, solicitors, deputies or other professional contacts.

What we offer

• Salary of £30,000 \- £40,000, depending on experience, qualifications and capability.


• Salary progression linked to experience, technical development and increasing responsibilities.


• 21 days' annual leave plus bank holidays.


• Workplace pension scheme with auto\-enrolment.


• Employee Assistance Programme (EAP).


• Employee ownership through our Employee Ownership Trust (EOT).


• Financial support towards professional qualifications and continuing professional development.


• Structured training and development.


• Study support for relevant examinations.


• Flexible working arrangements, subject to business and role requirements.

How to apply

Please submit your CV and complete the mandatory screening questions. We welcome applications from experienced paraplanners and candidates looking to take the next step in their financial planning career.

Pay: £30,000\.00\-£40,000\.00 per year

Benefits:

• Casual dress


• Company pension


• Health \& wellbeing programme


• On\-site parking


• Transport links

Application question(s):

• How much experience do you have drafting suitability or recommendation reports?


• What is your current financial planning qualification status?


• Are you able to work from our Holmes Chapel office in line with the requirements of the role?


• What is your current notice period or earliest available start date?


• What are your salary expectations?


• Do you have relevant UK financial services experience?

Work authorisation:

• United Kingdom (required)

Work Location: In person

This listing is from Indeed. View original listing ↗