Eventus Recruitment are seeking an experienced Paraplanner to join a modern Financial Planning business based in Stockport. This is a permanent, full-time Paraplanner job offering hybrid working (50% office and 50% remote working), study support, extensive employee benefits, and a collaborative working culture. This Paraplanner job has arisen due to sustained business growth, giving the incoming applicant a real opportunity to build a long-term career. Working 34.5 hours per week with flexible start and finish times, this Paraplanner job offers a generous holiday allowance, enhanced pension contributions, and comprehensive wellbeing and development benefits. This is an excellent opportunity for a Paraplanner or Senior Paraplanner seeking a stable employer with meaningful progression opportunities.

Job Responsibilities

In this Paraplanner job, the incoming applicant will provide high-quality technical support to Financial Advisers and help deliver outstanding client service. Responsibilities include:

• Supporting advisers with detailed research and analysis for private and corporate clients.
• Carrying out pension and investment portfolio analysis, including drawdown assessments and policy reviews.
• Preparing concise and compliant suitability reports and letters.
• Producing product research and designing financial solutions aligned with client objectives and risk.
• Ensuring adviser information is accurate, complete, and compliant with FCA regulations.
• Assisting with all elements of client file preparation including compliance documentation and supporting paperwork.
• Providing technical guidance to the administration team.
• Contributing to internal project work as required by the Paraplanning Manager or Directors.
• Maintaining technical knowledge through ongoing study, workshops, and publications.
• Providing occasional telephone cover for the Client Relations team.

Person Specification

The hiring company is seeking a proactive and motivated Paraplanner who thrives in a professional Financial Planning environment. Desired attributes include:

• Broad experience in Paraplanning and personal financial planning.
• Strong knowledge of financial products, compliance, and industry processes.
• Level 4 Diploma (desirable) or part-qualified with study support provided.
• Excellent written and verbal communication skills.
• Strong organisational skills and the ability to prioritise under pressure.
• High attention to detail and accuracy.
• Confidence in questioning advisers where clarification is needed.
• Ability to work independently, show initiative, and remain client focused.
• Friendly, collaborative personality with a positive attitude.

Benefits and Rewards

This Stockport-based Financial Planning business offers impressive benefits designed to support wellbeing, career development, and work–life balance. These include:

• Hybrid working: 50% home / 50% office.
• 26 days holiday plus 3 days for Christmas shutdown.
• Additional holiday entitlement for length of service (up to 33 days).
• Birthday day off each year.
• Buy or sell up to 5 days’ holiday.
• 5% pension contributions (up to 7.5% employer contribution if matched).
• Death in Service (4 x salary).
• Income Protection at 50% of salary.
• Cash plan for everyday healthcare.
• Access to a comprehensive discounts and perks hub.
• Full study support including exam entry, study materials, paid study days and paid exam sittings.
• Free on-site car parking.
• Enhanced maternity, shared parental, and paternity provisions.
• Flexible working hours between 8am–10am start and 4pm–6pm finish.
• Christmas and Summer staff events.

About the Company

The hiring company is a well-established Financial Planning business with a strong team-focused culture and a commitment to delivering high-quality advice to both private and corporate clients. The organisation places great value on technical excellence, professional development, and collaboration between advisers, paraplanners, and the administrative team. With structured development pathways, strong leadership, and emphasis on client care, this is a fantastic environment for a Paraplanner seeking long-term stability and meaningful career progression within the Stockport area.

Next Steps

Apply now if your skills and experience align with this Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website. Due to the high volume of applications, if you have not heard from us within ten days of applying, unfortunately you have not been shortlisted on this occasion.