Senior Paraplanner Financial Planning Knutsford


Senior Paraplanner – Financial Planning    Knutsford      J-1053


£35,000 to £40,000

Flexitime Role! 8am-4pm, 9am-5pm, 10am-6pm

This IFA Company was established in 2009, with the aim to provide a unique and modern approach to financial planning for high networth Individuals and the employee benefit market.

They were awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

The firm have exciting growth plans over the next 5 years and wants to expand its highly valued Business Support team to support its team of client facing advisers.

Job purpose:

In relation to more complex, technically challenging work undertaken by the firm candidates must be able to analysis information and conduct research for appropriate to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.

As a senior employee the candidate will be expected to take a proactive and responsible approach to helping develop and manage the firms paraplanning team.

Senior Paraplanner – Key responsibilities and accountabilities:

  • To be identified as the firms main point of contact for technical support
  • Receiving instructions during debriefings from advisers following client meetings.
  • Interpreting data obtained by advisers during client meetings.
  • Analysing data and using research tools to provide solutions tomeet client needs and objectives.
  • Providing records to support research undertaken.
  • Consolidation of client needs and objectives, together with therecommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Responsible for maintaining relationships with product providers, to keep up to date with market developments and communicating this information to the business.
  • Assist in the delivery of our investment proposition.
  • Ensuring all client files are compliant on an ongoing basis.
  • Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
  • Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.

Senior Paraplanner – Skills and Experience

  • At least 5 years’ experience working in a Paraplanning role, for a financial planning organisation.
  • Clear understanding of the financial planning process.
  • The ability to produce professional and technical reports, to support the advice process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Prioritise own work load, and the work load of the Paraplanning team.
  • Ability to multi task and prioritise effectively.
  • Good level of technical knowledge of investments and Pensions advice.

Senior Paraplanner – Qualifications:

  • Level 4 Diploma qualified in financial planning
  • Ideally working towards advanced exams
  • High level of Investment and Pension knowledge.

Senior Paraplanner Personality:

  • Self-driven, results-oriented with a positive outlook.
  • A natural forward planner who critically assesses own performance.
  • Good understanding of compliance issues.
  • Reliable, tolerant, and determined.
  • Keen for new experience, responsibility and accountability.
  • Able to get on with others and be a team-player.

• 25 days holiday • 4 x Death in Service Benefit • Employer Pension Contributions • Flexible working • Free Parking

Please apply to discuss in confidence and to receive a full job spec and company details.

To apply for this position please call the office on 0161 973 0133 or email

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