Description
Position: Senior Paraplanner
Location: Knutsford
Salary: Up to £46,000
About the Role:
Puro Accountancy is thrilled to offer an exciting opportunity for an experienced Senior Paraplanner to join a well-established and rapidly expanding Financial Planning firm in Knutsford. As the business continues to grow, they are seeking a proactive individual to provide expert support to their dynamic and friendly team.
In this Senior Paraplanner role, you will work closely with Financial Planners to deliver top-tier financial planning services. You will take on greater responsibility, handle complex cases, mentor junior team members, and play an active role in the firm's strategic development.
Main Responsibilities:
- Act as the key point of contact for all technical queries within the firm.
- Review and analyse data from client meetings to create tailored financial plans.
- Prepare comprehensive suitability reports, client illustrations, and key features documents.
- Ensure all client files are compliant and up to date.
- Develop and maintain strong relationships with product providers while keeping the team informed of industry changes.
- Assist in implementing the firm’s investment strategies.
- Draft financial solutions and present proposals to clients.
What You’ll Receive:
- Competitive salary of up to £46,000
- Flexible working arrangements (including 2 days remote working)
- Company pension plan
- Support with professional exams and clear progression opportunities
- Life insurance (4x annual salary)
- On-site parking
- 25 days holiday, plus bank holidays
Skills and Qualifications Needed:
- Minimum of 5 years’ experience in a Paraplanning role
- In-depth knowledge of Financial Planning practices
- Level 4 Diploma in Financial Planning
- Strong attention to detail
- Excellent written and verbal communication skills
To discuss this role in more detail contact Gemma at Puro Accountancy on 01904 571760 or CLICK to apply!
