Paraplanner

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 financial planning solutions
Write clear, compliant, plain-English suitability reports
Prepare research and quotations for client meetings
Produce valuations, portfolio commentary, and analysis
Liaise with advisers, providers, and clients throughout the process
Maintain accurate client records and back-office system updates
Assist with compliant submission of new business
Follow internal processes, workflows, and FCA requirements
Contribute to best practice across the paraplanning team
Participate in training, development, and exam study programmes  Key Competencies  
Strong knowledge of the Financial Services market
Excellent understanding of FCA regulations and compliance
High attention to detail and quality assurance
Clear and confident communication skills
Strong teamwork and collaboration
Ability to plan, prioritise, and meet deadlines
Good IT skills and adherence to systems and processes  Benefits  
Competitive salary
10% annual bonus
Full exam support, including £500 per exam passed
25 days holiday, increasing with length of service
Paid parking
Pension: 3% employer / 4% employee
Death in Service: 4x salary
PHI: 75% to age 65 (13-week deferred period)  Recruitment Process  
Stage 1:
Online interview
Stage 2:
Final face-to-face interview at either the Bury or Chester office