Paraplanner in Stockport - NJR Recruitment

Paraplanner (Wealth Planning Analyst)

Heaton Moor, Stockport

Up to £45,000

An established and growing financial planning firm based in Heaton Moor, Stockport is looking to recruit an experienced Paraplanner / Wealth Planning Analyst who is seeking a long-term role within a friendly, close-knit team.

This opportunity will suit a paraplanner who is genuinely passionate about financial planning, enjoys the human side of advice as much as the technical detail, and is excited by the opportunity to grow with a smaller, planning-led business rather than a large corporate environment.

About You

You are:

• An experienced paraplanner looking for a long-term career move, not just a job
• Motivated by high-quality financial planning and the positive impact it has on people’s lives
• Comfortable managing a varied workload, prioritising effectively and using your initiative
• Adaptable and open to change, including the increasing role of technology and AI within financial planning
• Enthusiastic about being part of a small but growing team where your contribution truly matters

You will have:

• At least 3 years’ paraplanning experience within a financial planning-led advice firm
• Passed at least 3 RO exams, with the intention to complete the Diploma in Regulated Financial Planning
• Excellent written and verbal communication skills
• Experience writing advice across pensions, ISAs, general investment accounts, onshore and offshore bonds
• Ideally worked closely with a financial planning-led adviser delivering holistic advice
• A strong willingness to learn, develop and try new approaches

The Role

As a Paraplanner / Wealth Planning Analyst, you will:

• Provide high-quality paraplanning support to an adviser and play a key role within a newly created pod structure
• Receive structured training across all aspects of paraplanning, with a clear development pathway from day one
• Liaise with clients where required to support delivery of an exceptional planning service
• Prepare suitability reports using firm templates
• Build financial plans using cashflow modelling software (Voyant)
• Support all aspects of advice including:
• Withdrawal strategies
• Tax calculations
• Drafting new investment advice
• Contribute to ad hoc projects such as trialling and implementing new technology

The Package

• Competitive salary
• Annual bonus linked to company profitability
• Pension scheme
• Life assurance
• Income protection
• Private medical insurance
• 25 days holiday plus bank holidays
• Office closed between Christmas and New Year

Apply today via NJR Recruitment quoting the reference NJR16370

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.