Job Description
Paraplanner
Stockport Hybrid / Remote Considered Up to £45,000
We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team.
This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients.
The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice.
The Role
What's On Offer
About You
You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail.
Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered.
A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial.
If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
Stockport Hybrid / Remote Considered Up to £45,000
We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team.
This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients.
The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice.
The Role
- Preparing suitability reports for new business and review cases
- Supporting advice across investments, pensions, protection and wider wealth planning
- Carrying out technical research and analysis
- Working closely with advisers throughout the advice process
- Ensuring cases are accurate, compliant and delivered efficiently
What's On Offer
- Salary up to £45,000
- Hybrid working flexibility
- Remote working considered for experienced candidates
- Opportunity to join a growing practice with a strong future ahead
- Close support from advisers and the wider team
- Ongoing development opportunities
About You
You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail.
Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered.
A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial.
If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
About Ellis James Partners Ltd