Paraplanner – Sandbach and Preston – Financial Planning


Paraplanner – Financial Planning             J – 466

Sandbach or Preston

£24,000 to £30,000

Paraplanner required for highly succesful Financial Planning Practice who specialise in trusts and bespoke investment planning. Must be almost level 4 qualified.

You will be supported with further qualifications, and work alongside highly qualified individuals.

Purpose of the role

  • To complete a number of non-client facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients.
  • Skills and knowledge
  • Detailed knowledge of the FCA’s rules and requirements.
  • High level of technical knowledge from an IFA background.


  • Keep up-to-date with new product, technical or legislative changes within the marketplace.
  • To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.
  • Once in receipt of a completed ‘factfind’, collate all the relevant quantitative detailed information required to compile a financial services report.
  • Discuss the client’s needs and objectives with the relevant adviser.
  • To prepare recommendations
  • Undertake research to identify suitable solutions to meet the client’s needs and objectives.
  • Prepare information for analysis by the adviser.
  • Discuss draft recommendation report with the relevant adviser.
  • Prepare suitability reports in accordance with the agreed recommendations.
  • Ensure all compliance paperwork is in order.
  • If relevant, act on any changes made by the client.
  • Implement the chosen / agreed investment strategies.
  • To undertake client reviews
  • Establish and build strong relationships with clients if required, attend client meetings with adviser.
  • Organise future planning meetings with clients, in accordance with agree timescales.
  • Review investment portfolio, asset allocation, risk profile etc.


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.

View more opportunities in Financial Planning.

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