Paraplanner Work, Jobs in Winwick, Chs (with Salaries)

Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
3d
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
2d

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Financial Adviser (Chorley)
Perspective Financial Group —Chorley
Act in a professional manner when dealing with colleagues/stakeholders. Provision of strategic advice across a variety of financial products and services (…
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paraplanner jobs near winwick, chs

Paraplanner

K3 Advisory Group
Manchester

Quick apply

Job details

Full-time

Benefits

Profit sharing
Company pension
Company events
Private medical insurance

Qualifications

Financial planning
Pension
Report writing

Full job description

Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our Paraplanners plays a key role in the delivery of high-quality client outcomes.

This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.

Key Responsibilities

Financial Planning & Analysis

Conduct triage to identify information required to compile each financial plan recommendation.
Identify areas for planning.
Discuss and establish client objectives with the financial adviser.
Analyse client fact-finds to identify needs, priorities and potential solutions.
Conduct research on financial products, providers and market trends.
Perform cashflow modelling and scenario analysis.
Liaise with the client’s legal and tax advisers if appropriate.
Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
Liaise with the Administration teams to ensure any recommendations are correctly implemented.

Technical, Risk & Compliance

Provide technical expertise across pensions, investments, protection, and financial planning.
Ensure all recommendations are compliant with FCA regulations and company procedures.
Keep up to date with legislative and market changes.
Maintain accurate and up-to-date client records.
Liaise with providers, platforms, and internal teams to progress cases.

Adviser Support

Work closely with Financial Advisers to develop appropriate strategies for clients.
Attend client meetings when required to support technical discussions.
Assist in preparing review packs and client documentation.

Skills & Experience

Minimum of 4 years’ experience at a Paraplanner level.
Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills.

Reward Package

35 hours per week Hybrid Working (3 days Office and 2 days at Home - full time employee).
25 days holiday plus Bank Holidays.
1 x holiday - Birthday holiday
Loyalty holidays with continued service.
Christmas Closure (need to retain 3 days from allowance).
Profit Sharing Scheme.
Pension (auto-enrolment, then increasing dependent on length of service).
Private Medical Insurance (after 12 months).
Life Assurance.
Long Term Service Awards.
Fully funded company social events – summer and winter.
Generous Study/Training Program.

Quick apply

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paraplanner jobs in winwick, chs

Paraplanner

Financial Adviser (Chorley)

Senior Client Manager

Central Operations Administrator

Client Support Administrator

Paraplanner

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