Paraplanner
other jobs Heat Recruitment
Added before 3 Days
- England,North West,Greater Manchester
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Paraplanner - up to £50,000 - Hybrid
We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.
Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.
Key Responsibilities*Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
*Prepare and produce suitability reports and supporting documentation for financial advisers
*Assist in the creation and review of financial plans, cashflow models, and risk assessments
*Liaise with advisers to understand client objectives and recommend appropriate solutions
*Ensure reports and advice meet compliance and regulatory standards
*Keep up to date with legislative and product changes affecting financial planning
*Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
*Support advisers in client meetings as needed (optional depending on role)
Skills & Experience Required*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
*Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
*Strong technical knowledge across pensions, investments, tax wrappers, and protection products
*Excellent attention to detail, organisational and communication skills
*Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
*Comfortable working independently and collaboratively in a fast-paced environment
What’s on Offer*Competitive salary discretionary bonus
*Flexible working (hybrid or remote options depending on firm)
*Continued study support toward Chartered status
*A supportive, collaborative team environment
*Exposure to high-net-worth and complex client cases
We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.
Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.
Key Responsibilities*Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
*Prepare and produce suitability reports and supporting documentation for financial advisers
*Assist in the creation and review of financial plans, cashflow models, and risk assessments
*Liaise with advisers to understand client objectives and recommend appropriate solutions
*Ensure reports and advice meet compliance and regulatory standards
*Keep up to date with legislative and product changes affecting financial planning
*Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
*Support advisers in client meetings as needed (optional depending on role)
Skills & Experience Required*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
*Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
*Strong technical knowledge across pensions, investments, tax wrappers, and protection products
*Excellent attention to detail, organisational and communication skills
*Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
*Comfortable working independently and collaboratively in a fast-paced environment
What’s on Offer*Competitive salary discretionary bonus
*Flexible working (hybrid or remote options depending on firm)
*Continued study support toward Chartered status
*A supportive, collaborative team environment
*Exposure to high-net-worth and complex client cases
Job number 3161943
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metapel
Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...