Paraplanner

An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment.

This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.

Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home 

Location: Wilmslow

Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.

The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.

The Role

• Analyse complex client circumstances, objectives, and risk profiles

• Conduct detailed research across pensions, investments, and protection solutions

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

• Maintain accurate and up-to-date client records on back-office systems

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

• Studying towards or holding the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

• Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options