North West
Full time
Permanent
Hybrid
About the role
We are looking for paraplanners to support our planners and help make sure every client gets advice they can rely on. You will work alongside the paraplanning team, the advice team and senior leadership, producing clear, accurate and compliant reports.
The role involves managing complex cases and working closely with colleagues across paraplanning, advice, administration and compliance. As Absolute grows, you will help shape how we work and keep our standards consistent across every office.
This role can be based at our Liverpool or Manchester offices, or our head office in Wilmslow.
What you would be doing
Researching and analysing cases to reach a recommendation
Writing clear, compliant suitability reports covering investments, pensions, inheritance tax, trusts and protection
Preparing cash flow forecasts and complex tax and investment calculations
Supporting the head of department, directors and management as needed
Working with planners and administrators to get the right outcome for clients
Contributing to research, and giving feedback on how we can work better
Providing technical research and support to planners and management
Working with compliance to improve procedures and meet FCA standards
Keeping up to date with legislative and industry changes that affect clients
At a glance
Salary
Competitive
Region
North West
Contract
Permanent
Hours
37.5 hours per week
Working
Hybrid
Or email your CV to
jobs@absolute-financial.com
What we are looking for
Essential
Diploma in Regulated Financial Planning, or equivalent
Solid paraplanning experience in financial advice or wealth management
Strong technical knowledge of pensions, investments, tax planning and protection
Able to produce accurate, compliant and client-focused suitability reports
A good understanding of FCA regulations and advice standards
High attention to detail, and technical accuracy you can stand behind
Strong analytical and problem-solving skills for complex cases
Nice to have
A collaborative team player with strong communication skills
Able to manage several priorities and meet deadlines without dropping standards
What we offer
Competitive salary
25 days’ holiday per annum
Competitive pension
Birthday leave
Holiday buy and sell scheme
Group life assurance
Flexible working
Employee assistance programme, and health and wellbeing app
Shopping discounts
Staff referral scheme
How it works
01
Apply
Send us your CV, a little about yourself, and why you would like to join us.
02
Application review
We will review your application carefully and let you know the outcome either way.
03
Interview
If you are shortlisted, we will invite you to talk through your experience, what you are looking for next, and the role in more detail.
04
Meet the team
A chance to meet your future colleagues, get a feel for how we work, and see where you will be based.
