Junior / Step-Up Paraplanner
Location: Wilmslow
A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.
This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.
Saalry Up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home
The Role
Working alongside experienced Paraplanners and Advisers, the successful candidate will:
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Support the preparation of suitability and recommendation reports
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Assist with research across pensions, investments, and protection products
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Help analyse client circumstances, objectives, and risk profiles
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Carry out cashflow modelling and basic technical analysis
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Maintain accurate client records and documentation on back-office systems
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Develop the confidence to support and challenge adviser recommendations as experience grows
About You
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GCSEs (or equivalent) including English and Maths
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Currently studying towards the Diploma in Financial Planning (Level 4)
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Experience in an IFA or Wealth Management environment
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Some experience producing client-facing reports or suitability letters
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Strong attention to detail and a genuine interest in financial planning
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Motivated, curious, and keen to progress into a full Paraplanner role
Why Apply
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A clear development pathway into a Paraplanner position
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Structured training and technical mentoring
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Hybrid / agile working model
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Generous holiday allowance with holiday trading
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Employer pension contributions and flexible benefits package