Bury
If you’re the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. You’ll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients’ financial futures. Do not wait to apply after reading this description a high application volume is expected for this opportunity. What’s in it for you You’ll be joining a well-established, highly regarded financial planning firm that genuinely invests in its people and values technical excellence. This role offers long-term career development, exposure to complex planning work, and the support you need to progress professionally.Competitive salary aligned to your level of experience25 days’ holiday, increasing with length of serviceEmployer pension contributionsDeath in service cover at four times salaryPermanent health insurance providing long-term income protectionFull funding and study support for professional qualificationsWhat you’ll be getting stuck into as a ParaplannerProducing clear, client-focused suitability and strategy reports aligned to regulatory requirementsConducting detailed market and product research to support tailored financial planning solutionsAnalysing client information, existing arrangements and portfolios to shape recommendationsSupporting advisers throughout the advice process, from research through to final reportingPreparing valuations, review commentary and documentation for ongoing client servicingWorking closely with compliance to ensure advice meets internal standards and FCA regulationWhat you’ll bring to the table as a ParaplannerPrevious experience in a Paraplanner role within a UK IFA environmentCII Diploma in Regulated Financial Planning - completed or in progressStrong technical knowledge across pensions, retirement planning, investments and taxationExperience producing suitability reports and client-facing financial planning documentationWorking knowledge of FCA regulation and compliance-led advice processesConfident using financial planning and back-office systems, including investment platforms and research toolsIf you’re ready to take the next step as a Paraplanner and want a role where technical quality, development and long-term progression are genuinely valued, apply now.Candidate Source Ltd is an advertising agency. xjlbheb Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to