Technical Administrator & Paraplanner

Technical Administrator / Paraplanner

Location: Knutsford

Salary: Up to £40,000 (dependent on experience)

Contract: Permanent

Role Purpose

An 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 Responsibilities

• Provide comprehensive technical paraplanning support to the Practice
• Collaborate with Advisers to identify and deliver suitable financial planning solutions
• Construct and maintain financial strategies across investment, retirement, tax and estate planning
• Support advice with cashflow modelling and detailed written reports
• Produce compliant, client-focused suitability reports and recommendations
• Act as a key technical contact for Advisers throughout the client lifecycle
• Prepare review documentation including cashflow updates and investment performance analysis
• Obtain and analyse product information, illustrations and quotes to support comparisons
• Assist with tax calculations where required
• Liaise with clients and third parties to progress cases efficiently
• Support preparation for and attend client meetings where necessary
• Maintain up-to-date knowledge of templates, regulatory changes and best practice

Knowledge & Experience

Essential:

• Previous paraplanning experience within an IFA or Wealth Management environment
• Strong understanding of financial planning principles and FCA regulatory requirements
• Experience producing suitability reports and cashflow models

Desirable:

• Level 4 Diploma qualified or working towards (or FPC with significant experience)
• Experience in pension transfers
• Experience administering IHT and/or investment products
• Familiarity with research and planning systems such as Voyant and Analytics

Skills & Behaviours

• Exceptional attention to detail and accuracy
• Strong analytical and numeracy skills
• Confident using templated suitability letters and structured report frameworks
• Highly organised with the ability to manage multiple deadlines
• Clear and professional written and verbal communication
• Strong Microsoft Office skills, particularly Word and Excel
• Ability to work independently while contributing to team objectives
• Calm, resilient and adaptable
• Positive and client-focused approach

Core Competencies

• Quality Focus - Takes ownership of delivering accurate and timely work
• Teamwork - Collaborates effectively to achieve shared goals
• Embracing Change - Adapts positively to evolving processes
• Developing Self & Others - Committed to professional growth
• Communication - Tailors communication style appropriately
• Planning & Organising - Manages time and priorities effectively
• Client Care - Delivers consistently high service standards

Apply today via NJR Recruitment or call quoting the reference NJR16509

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.