Eden Rose
Technical Paraplanner
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Job Ref
90922
Location
Wilmslow
Salary
£35,000 - £45,000 Per Annum
Employment Type
Permanent
Location: WILMSLOW, Cheshire
Type: Permanent
Job #90922
Salary: £35,000 - £45,000 Per Annum
Overview
Paraplanner – Job Description
We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.
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Key Responsibilities
- Prepare detailed suitability reports in line with FCA requirements
- Conduct research and analysis across pensions, investments, protection, and other financial planning products
- Analyse client fact-finds and assess financial objectives
- Undertake cashflow modelling and scenario planning
- Liaise with product providers to obtain information, illustrations, and valuations
- Ensure all client files are compliant and audit-ready
- Support advisers with technical queries and complex case work
- Maintain accurate and up-to-date client records using back-office systems
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Skills & Experience
- Previous experience in a Paraplanner role within an IFA or wealth management firm
- Strong technical knowledge of pensions, investments, and financial planning products
- Experience preparing suitability reports
- Working knowledge of FCA regulations and compliance requirements
- Proficient in Microsoft Office and financial planning software (e.g., Intelligent Office, Xplan, FE Analytics, CashCalc)
- Excellent analytical skills and attention to detail
- Strong written communication skills
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