Technical Administrator and Paraplanner
Technical Administrator / ParaplannerLocation: KnutsfordSalary: Up to £40,000 (dependent on experience)Contract: PermanentRole PurposeAn exciting opportunity has arisen for an experienced Technical Administrator / Paraplanner to join a professional financial planning practice in Knutsford.This role is focused on delivering high-quality technical paraplanning support to ensure clients receive robust, compliant and well-structured financial strategies, plans and recommendations.You will work closely with Advisers to support the full client journey, from new business through to ongoing reviews.Key ResponsibilitiesProvide comprehensive technical paraplanning support to the PracticeCollaborate with Advisers to identify and deliver suitable financial planning solutionsConstruct and maintain financial strategies across investment, retirement, tax and estate planningSupport advice with cashflow modelling and detailed written reportsProduce compliant, client-focused suitability reports and recommendationsAct as a key technical contact for Advisers throughout the client lifecyclePrepare review documentation including cashflow updates and investment performance analysisObtain and analyse product information, illustrations and quotes to support comparisonsAssist with tax calculations where requiredLiaise with clients and third parties to progress cases efficientlySupport preparation for and attend client meetings where necessaryMaintain up-to-date knowledge of templates, regulatory chang
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