Associate Paraplanner

Knutsford, Cheshire | £28,000 - £34,000 + benefits | Hybrid (1-2 days WFH)

We are recruiting for an established Financial Planning firm in Cheshire seeking an experienced Paraplanning Support Administrator to join their growing team.

This is a varied role supporting Advisers and Paraplanners with client servicing, platform administration, illustrations, research and suitability reports.

Key Responsibilities

• Supporting Advisers and Paraplanners with casework and administration.
• Servicing existing client business and liaising with providers.
• Obtaining illustrations and product information.
• Assisting with basic financial, fund and product research.
• Supporting the preparation of suitability reports.
• Maintaining accurate and compliant client records.
• Liaising with clients and providers to resolve queries.

About You

• 2+ years' experience within Financial Planning, Wealth Management or IFA.
• Experience with platforms and back-office systems.
• Knowledge of pensions, investments and protection.
• Suitability report experience advantageous.
• Ideally Level 4 qualified or working towards the qualification.
• Strong communication and organisational skills.

An excellent opportunity to develop your career within a successful Financial Planning business, with hybrid working and a varied role.

To apply, please send your CV for a confidential discussion.

INDP