Paraplanner – Nr Wigan – Financial Services


Paraplanner –  Financial Services –     J – 672

Nr Wigan

£27,000 – £36,000


  • Minimum 3 years continuous experience in a Financial Planning Firm.
  • Proven experience as a Paraplanner.
  • Achieved or working towards the Regulated Diploma in Financial Planning (Level 4).
  • Understanding of UK financial regulatory framework and legislation.
  • Excellent communication skills, both written and verbal.
  • Excellent computer skills, proficient in Outlook, Word, Excel and PowerPoint.
  • Excellent interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner.
  • High level of attention to detail.
  • A demonstrated commitment to high professional ethical standards and a diverse workplace.
  • Capable of operating in a fast paced and challenging environment.
  • Ability to work within a team.
  • Ability to progress under the supervision of the Technical Team Leader.
  • Ability to multi task and prioritise work effectively.


  • Ability to give and receive specific, constructive feedback to/from multiple sources.
  • Ability to look at situations from several viewpoints.
  • Persuasive and confident with details and facts.
  • Working towards Chartered Status or willingness to become Chartered in the future.


  • Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and FCA rules at all times.
  • Comply with the firm’s Compliance, TCF, T&C, AML, Data Protection and Data Security Procedures at all times.
  • Detailed knowledge and understanding of the firm’s compliance procedures including, record keeping requirements.
  • Commit to achieving the required level of competency within the initial six month probationary period.
  • Understanding of the firm’s employee handbook and associated policies.

Key Tasks

  • To accurately interpret the advisers client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report.
  • To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs.
  • To liaise with the Technical Team Leader in the first instance to ensure that they are kept up-to-date as to the nature of advice being passed through paraplanning.
  • To liaise with the Compliance Team in regards to work that requires pre sale authorisation.
  • To prepare the report within an agreed timescale.
  • To ensure that the Financial Planning Reports are accurate in regards to spelling and composition.
  • To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log).
  • Commit to a Personal Development Plan and maintain all standards of performance as required by the firm.


To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.

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