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Job Description & How to Apply Below
Paraplanner
Location:
Lymm, Cheshire
Salary:
Up to £45,000 (depending on experience)
An established and forward‑thinking Independent Financial Advice firm is seeking an experienced Paraplanner to join its dynamic and highly regarded team based in Lymm, Cheshire
.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, supporting high‑quality financial planning for High Net Worth individuals and businesses across the UK.
The RoleWorking alongside a team of experienced Independent Financial Advisers, you will provide comprehensive paraplanning support, ensuring advice is robust, compliant, and tailored to client needs.
Key Responsibilities- Provide technical paraplanning support to advisers across the business
- Attend client review meetings with advisers and produce accurate meeting notes
- Compile detailed suitability reports based on adviser recommendations, including:
- Investments
- Pensions
- SIPP and SSAS
- Pension property purchase
- Fund switches
- Undertake product and fund research to identify suitable client solutions
- Handle new business submissions and maintain compliant client records
- Use investment and wrap platforms efficientl...
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