Eden Rose
Paraplanner
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Paraplanner - Wilmslow - Hybrid
We’re working with a growing, established financial planning business that is looking to appoint an experienced Paraplanner to join its team.
The business provides holistic financial planning and investment management services, with a strong focus on delivering high-quality advice and client outcomes.
This is a newly established Paraplanner position, working closely with Client Managers and providing specialist technical support across the advice process.
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The Role
- Prepare research, analysis, and suitability documentation
- Support Client Managers with technical financial planning work
- Research pensions, investments, and wider planning solutions
- Assist with complex client cases and recommendations
- Ensure client files and documentation are accurate and compliant
- Support the preparation and implementation of advice
- Work closely with the wider financial planning team
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About You
- Previous experience within a Paraplanning role
- Strong technical knowledge across pensions and investments
- Excellent report writing and analytical skills
- Strong attention to detail and organisation
- Good understanding of FCA requirements
- Level 4 qualification or working towards this
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