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Paraplanner


Paraplanner Holmes Chapel, Cheshire Hybrid working following probation £34,000-£40,000 (DOE & Qualifications) Full Time | Monday-Friday, 8:30am - 5pm Join a respected and growing financial planning firm in Holmes Chapel as an experienced Paraplanner. You'll support advisers by preparing high‑quality research, analysis and suitability reports, helping to deliver exceptional financial planning to clients nationwide. They are now looking for a Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients. The role would initially be initially office based with the opportunity to move into a hybrid working model following probationary period. The Role Prepare and maintain compliant client files Conduct research and gather key financial information Draft analysis and recommendation reports Produce suitability reports and implement investment strategies Support advisers with client reviews and attend meetings where requiredWhat You'll Bring Strong report writing and communication skills Excellent attention to detail and time management Broad technical knowledge of financial planning products Good understanding of FCA rules and compliance standards Level 4 Diploma (or working towards it)What's on Offer Competitive salary up to £40,000 (DOE & qualifications) Clear, structured career progression Supportive, collaborative working environmentIf this is a role that you would be interested in applying for then please email your CV to Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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