Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Altrincham

Salary: Up to £45,000

Reference Number: 10362

Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Altrincham.

As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.

Responsibilities:

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• Research, analyse, and draft recommendation reports
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• Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
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• Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive
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• Review clients’ investment portfolios, including performance, asset allocation, and risk profiles
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What’s in it for you:

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• Salary up to £45,000 (dependent on skills, qualifications, and experience)
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• Pension contributions
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• 30 days’ annual leave
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• Private medical insurance
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• Hybrid working
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• Strong benefits package
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• Ongoing development and career progression opportunities
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Skills and experience required:

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• Minimum of 1.5 years’ experience as a paraplanner within an independent financial advice firm
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• Level 4 Diploma is desirable, but candidates studying towards it will also be considered
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Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

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• Start every journey with a conversation to find out about you in depth.
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• Provide honest feedback on where you fit in the jobs market.
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• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
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• Take a holistic mindfulness approach – career happiness is rarely just about the money.
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• Cover the whole of the UK with a local touch through our regional teams.
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• Never pester you.
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