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Paraplanner

4 months ago

Knutsford, Cheshire East, United Kingdom Idex Full time

My client is currently looking for an experienced Paraplanner in Knutsford,

What will you be doing?

  • Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners
  • Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets
  • Supporting financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters
  • Carrying out any necessary technical research
  • Ensuring client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
  • Working with the Financial Planner to ensure the correct client outcome in achieved
    Attending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
  • Managing own workload to meet personal targets
  • Communicating effectively with the Financial Planners to manage expected delivery dates
  • Responsible for managing process, tasks and complying with FCA guidelines
  • Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
  • Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

To be successful in this role, you should have:

  • Demonstrable experience of paraplanning gained with a proven solid technical knowledge
  • A good knowledge of advice and understanding of clients' needs and the desired client outcomes
  • Proven track record of delivering written financial advice
  • Good organisation and prioritisation skills; able to work independently and within a team
  • Excellent communication skills both written and verbal
  • Good stakeholder management with positive influencing skills
  • Literacy, numerical and analytical skills are essential
  • Level 4 qualified


As a colleague here you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave



For more information please contact Graeme Hyland on or email

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