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.