Senior Paraplanner

Alderley Edge, United Kingdom Posted on 22/09/2026

Our client is a very well respected Chartered FinancialPlanning firm in Alderley Edge, they are currently recruiting a SeniorParaplanner to provide high quality technical support to the Financial Plannerbefore, during and after Annual Planning Meetings and maintain the clientrelationship in the interim periods.

• Management of client relationship between meetings
• Ensure company processes adhered to. Challenge financialplanner if required.
• All FP aspects of Voyant client records up to date, wellannotated and understood
• Curo kept up to date with any changes that affect theclient's financial plan.
• Responsible for the accuracy of any client-facing systems

1. All meeting prep (including agenda)
2. Attend client meetings
3. Management of client relationship/issues inbetween meetings
4. Ensure clients' Financial Plans always 'makesense'

• Ability to demonstrate ownership and independence inprevious roles
• Ability to manage own workload and prioritise workeffectively
• First class technical expertise in a range of differentareas of advice.
• Superb technical knowledge of Financial Services products
• Have experience of using the Voyant Financial Planningsoftware
• Knowledge of financial planning as distinct from financialadvice

• To read, digest and assimilate information.
• Eye for detail and accuracy
• Highly organised, methodical, analytical and disciplined
• Solutions, not problems orientated
• Excellent verbal and written communication skillsInterpersonal skills to develop and maintain client trust and inspireconfidence
• Cashflow modelling experience (Voyant preferable)
• Systems Experience - Curo, FE Analytics, O&M PensionProfiler, Genovo, Exchange/Assureweb, Defaqto Excellent IT skills, particularlyExcel, Word and Powerpoint.