Paraplanner
Eden Rose
Date: 20 hours ago
City: Wilmslow
Contract type: Full time

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
The Opportunity
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
What’s on offer?
In order to be considered for this unique opportunity, candidates need to have –
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning
The Opportunity
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
What’s on offer?
- flexible working
- share scheme
- DIS
- income protection
- company pension scheme
In order to be considered for this unique opportunity, candidates need to have –
- Level 4 Diploma qualified or working towards this
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Deputy Manager
Hydes Brewery Ltd,
Wilmslow
1 week ago
Are you a supervisor, duty or assistant manager looking for the next step in your career? If so, this could be the job for you!What’s on offer?Up to £34,500 per year + Quarterly Bonus + Tips + some great benefits including: Discounts Platform, 24/7 access to GP online, paid breaks, 50% discount off food for up to 6 people, 50%...

Consultant in IVF and Reproductive Medicine (Wilmslow)
Chapter 2,
Wilmslow
1 week ago
At Chapter 2, we’re not just scaling businesses—we’re reshaping the future of talent acquisition with passion, loyalty, and an unwavering commitment to results. By blending people, processes, and cutting-edge technology, we’ve redefined the traditional RPO model, delivering faster, smarter, and more cost-effective solutions that exceed expectations.As a global powerhouse, our team spans the UK, South Africa, the US, and Germany,...

Assistant Housekeeping Manager
Champneys,
Wilmslow
3 weeks ago
Champneys Mottram HallContract: Full TimeSalary: £30,000 plus gratuities and incentivesAt Champneys we pride ourselves on the environment that we create. As soon as our guests step through our front door, we embrace every opportunity to appeal to their senses. First impressions matter which is why our hardworking housekeeping team is passionate about providing a great first impression by creating a...
