Paraplanner

A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing.

About the firm:

This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill.

The job:

This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop.

• Producing suitability reports and advice letters across pensions, investments, IHT and protection


• Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection


• Attending client meetings alongside the advisers and building relationships with clients


• Reviewing existing client arrangements against their objectives and making recommendations


• Dealing with client queries directly when the advisers are out


• Maintaining and improving processes to keep work accurate and compliant

What you'll need:

• Solid paraplanning experience within an IFA or financial planning firm


• Strong technical knowledge across pensions, investments and protection


• Confident report writing and research skills


• Comfortable dealing with clients face to face


• Intelligent Office experience a real plus

Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded.

The package:

• Salary up to £45,000 depending on experience


• Employer pension contributions


• 25 days' holiday plus bank holidays


• Death in service cover


• Paid parking


• Full exam and study support

This is a full-time, office-based job in Stockport.

Next steps:

Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

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