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Permanent

Paraplanner

Ramsbottom
money-bag 45000.00-45000.00 Annual
3055512387
Posted 5 days ago

Paraplanner Location: Bury or Chester (Office-Based, 5 Days per Week) Hours: Flexitime available between 8am 5pm Salary: Competitive + 10% Bonus + Exam Support Type: Permanent About the Firm A well-established and growing financial planning firm with offices in Bury and Chester is looking to appoint an experienced Career Paraplanner. The firm offers: A young, collaborative team Clear career progression (several administrators have moved into adviser roles) A specialist professional sports division supporting footballers Full commitment to professional development, including exam funding and study support This is a strong long-term opportunity for a paraplanner wanting to develop within a high-performing, supportive environment. The Opportunity You ll work closely with Financial Advisers to conduct research, analyse client needs, and prepare high-quality financial planning reports. This role involves producing detailed suitability reports, formulating recommendations, and ensuring all advice meets internal and regulatory standards. Candidates must have experience within an IFA environment and should be working toward or already hold the CII Diploma in Regulated Financial Planning, with long-term support provided to progress toward Chartered status. Key Responsibilities Paraplanning Duties Gather and analyse information on clients existing financial arrangements Conduct gap analysis and prepare strategy reports aligned to client goals Research the market to identify suitable

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