Paraplanner

About the Role

A dynamic wealth management practice in Stockport is recruiting an experienced Paraplanner to assist their expanding adviser team. This position provides an excellent opportunity to contribute your financial planning expertise within a forward-thinking environment. The role involves close collaboration with advisers to ensure high-quality financial planning solutions tailored to client needs.

Work Arrangement

This role offers flexible hybrid working options with remote work considered for highly experienced candidates, though occasional presence in the Stockport office will be necessary. Ideally, candidates should reside within one hour of the practice location.

Key Responsibilities

• Preparation of suitability reports for both new clients and review cases.
• Providing support and advice across multiple areas including investments, pensions, protection, and broader wealth planning.
• Executing detailed technical research and analysis to inform client solutions.
• Collaborating closely with advisers throughout the entire advisory process.
• Ensuring accuracy, compliance, and efficient delivery of cases.

Compensation and Benefits

• Salary of up to £45,000 annually.
• Flexibility with hybrid work arrangements.
• Remote working options available for candidates with substantial experience.
• Join a thriving practice with strong prospects and ongoing professional development opportunities.
• Supportive environment with guidance from advisers and team members.

Candidate Profile

Ideal candidates will bring previous paraplanning experience within a regulated financial planning setting, with a solid foundation of technical knowledge and meticulous attention to detail. Experience specifically with a St. James's Place practice is a plus but candidates from other wealth management backgrounds will be considered. Holding or pursuing a Level 4 Diploma in Regulated Financial Planning is advantageous.

Additional Information

If you seek a role where your contribution profoundly impacts a growing firm, this is an excellent opportunity for a confidential discussion about your candidacy.