Paraplanner – Financial Planning Support

About the role

We are recruiting on behalf of a growing financial planning practice in Warrington for a Paraplanner. This position offers an ambitious individual the chance to develop a long‑term career in financial services, working closely with advisers and senior paraplanners to produce high‑quality client reports.

Key responsibilities

• Support advisers and senior paraplanners with day‑to‑day client cases.
• Gather, review and analyse client information to assist in preparing financial recommendations.
• Liaise with clients, providers and third parties to obtain policy information and resolve queries.
• Conduct product and technical research using industry tools.
• Assist in the preparation of suitability reports and recommendation letters within a regulated environment.
• Ensure documentation is accurate, compliant and of a high standard.
• Maintain up‑to‑date knowledge of legislation, regulation and technical developments.
• Support internal systems, processes and procedures to deliver an exceptional client experience.

Required profile

• Previous experience in financial services, preferably in IFA administration or financial planning support.
• Ambition to build a long‑term career in paraplanning.
• Diploma in Financial Planning or actively working towards Level 4 qualifications.
• Strong analytical ability and exceptional attention to detail.
• Excellent written communication with high grammar and spelling standards.
• Ability to interpret and present complex information clearly.
• Organisational skills with the capacity to manage competing priorities.

Required skills

• Proficiency with Microsoft Office.

What we offer

• Competitive salary between £28,000 and £35,000 per year.
• Supportive team environment with mentorship from experienced advisers.
• Opportunities for professional development and progression within the practice.