Paraplanner

Our client, an award winning firm of financial planners based in Altrincham, is looking to appoint an experienced Paraplanner to join their team on a permanent basis.

Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients.

The Role

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• Prepare and tailor high-quality suitability reports based on adviser recommendations
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• Conduct in-depth research across a range of financial products to support appropriate client outcomes
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• Produce compliant, well-structured suitability letters
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• Support advisers in delivering bespoke financial planning strategies
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The Candidate

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• Level 4 Diploma qualified (or nearing completion) – essential
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• Experience working with High Net Worth clients – desirable
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• Strong technical knowledge across core areas of financial planning
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• Commercially aware with excellent attention to detail
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• Reliable, professional, and highly organised with strong interpersonal skills
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Salary & Benefits

This role offers a competitive salary of £38,000–£47,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package.