Paraplanner

Location: Holmes Chapel Type: Full-time

A respected financial planning firm with a specialist niche is seeking a Paraplanner to support advisers in delivering high-quality, compliant advice. This is a primarily non-client-facing role, focused on research, report writing, and implementation support.

What You'll Do:

• Analyse client fact-finds, financial information, and objectives
• Research solutions and draft suitability/recommendation reports
• Support implementation of adviser-approved advice
• Prepare annual and ad-hoc review analysis
• Assist with specialist niche cases
• Ensure all work meets FCA and internal compliance standards

About You:

• Proven paraplanning experience in a financial planning firm
• Strong report-writing skills and high attention to detail
• Good understanding of FCA rules and suitability requirements
• Experience with review-led advice or specialist niche work is desirable
• Junior Paraplanners with good report writing experience will be considered, although salary will be at lower end

Qualifications & Benefits:

• Financial planning qualifications not essential; study support provided
• Salary: £30,000-£35,000 (up to £40,000 for highly experienced candidates)
• Office-based during probation, with hybrid flexibility afterwards
• Company benefits included

This role offers the chance to develop your technical expertise and work on complex, rewarding cases in a supportive environment.