Paraplanner | Stockport | Hybrid Working | £45,000 | 15% Bonus

A successful financial planning firm is seeking a Paraplanner to support advisers in delivering high-quality financial advice to clients.

The role:
Providing technical research, analysis, and report writing to ensure advice is accurate, compliant, and client-focused. Responsibilities include:

• Researching and analysing financial products
• Comparing options and undertaking cost and tax calculations
• Assessing income sustainability and client allowances
• Preparing clear and compliant recommendation reports
• Maintaining detailed research and analysis records
• Working closely with advisers, compliance, and support teams to deliver the best client outcomes
• Supporting business projects and keeping technical knowledge up to date

The person:
Level 4 qualified (or above) with at least 3 years’ experience in a similar role. Strong analytical and organisational skills, excellent communication, and a client-first approach are essential. Proficiency in Word and Excel, with the ability to work independently and as part of a team.

The benefits:
15% annual bonus paid quarterly, 6% employer pension contributions, hybrid working, opportunity for paid overtime and more. 


Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.


Richard
richard@recruitment22.co.uk
07852419897
https://calendly.com/richard-recruitment22