Paraplanner, Sale, Cheshire

• Salary: £30,000 – £40,000 + Bonus
• Hybrid Working
• Parking and commutable by Tram & Train.

Are you an experienced Paraplanner looking to join a growing and supportive financial planning firm in Sale, Cheshire?

Seeking a detail-oriented and driven individual with a strong background in financial planning and proven experience using Intelligent Office (iO).

Key Responsibilities:

• Support Financial Advisers with high-quality technical research and report writing
• Produce suitability reports and review documents in line with FCA regulations
• Conduct product and fund research to support client recommendations
• Maintain accurate client records and ensure all compliance requirements are met
• Collaborate with advisers and admin staff to deliver a seamless client experience
• Use Intelligent Office (iO), FE Analytics & Voyant daily to manage client data, workflows, and documentation

Requirements:

• Minimum of 2 years’ experience as a Paraplanner
• Strong working knowledge of Intelligent Office (iO) is ideal.
• Level 4 Diploma in Financial Planning (or working towards it)
• Excellent written and verbal communication skills
• Strong attention to detail and analytical ability
• Organised and proactive with a client-focused mindset

Join a team that values professionalism, personal development, and quality client service.