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Financial Services



Type of Position: Paraplanner
Pay: up to £30k

Paraplanner - Bolton - up to £30k

Our client is looking for a Paraplanner to join their team in Bolton. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy. Earn up to £30k, depending on experience -flexibility with Home Working up 2 days a week will be considered.

Specific activities include:

  • Providing support to the IFA team
  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with Financial Advisers
  • Identify and obtain the information necessary to compile financial cash flow forecast
  • Identify areas for planning
  • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner
  • Prepare suitability letters in accordance with the agreed recommendations
  • Complete application / proposals forms
  • Ensure all compliance paperwork is in order
  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies
  • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
  • Organise future planning meetings with client
  • Review investment portfolio, asset allocation, risk profile etc
  • Send planning figures to client for update and revision in preparation for next meeting
  • Initiate review meetings with clients
  • Undertake suitable CPD activities

Key skills / Experience:

  • Diploma Level 4 qualified
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good IT skills - prior knowledge of relevant platforms beneficial.

Please email your CV to to register interest.

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