Paraplanner – Altrincham (Hybrid)
£35,000 to £47,000 + Benefits
An award-winning, chartered financial planning firm in Altrincham is seeking a qualified Paraplanner to join its collaborative and well-established team. With a strong reputation for technical excellence, client care, and staff development, this firm offers a dynamic environment for professionals committed to delivering high-quality financial planning support.
About the Firm
This independent financial planning firm manages over £1 billion in client assets and is recognised as a Top 100 IFA. Operating from modern offices in Altrincham, the company boasts a team of 20–25 Financial Planners and a support staff exceeding 50, including 18 dedicated Paraplanners. The firm emphasizes a culture of collaboration, professional growth, and long-term staff retention, with many team members having tenures exceeding five years.
The Role
- As a Paraplanner, you will be integral to the advice process, working closely with a designated Financial Planner while also contributing to a pooled work system that promotes flexibility and shared expertise. Your responsibilities will include:
- Conducting technical research and analysis to support financial planning recommendations.
- Preparing comprehensive suitability reports and financial plans.
- Utilising tools such as FinCalc for cashflow modelling, Intelligent Office, and FE Analytics.
- Participating in client meetings to provide technical insights and support.
- Collaborating with Administrators to ensure efficient case management and client service.
What They're Looking For
The ideal candidate will possess:
- A minimum Level 4 Diploma in Financial Planning (CII or equivalent).
- Strong technical knowledge and experience in paraplanning within a financial advisory setting.
- Excellent written and verbal communication skills.
- A collaborative mindset and the ability to work effectively within a team-oriented environment.
- A commitment to professional development, with support available for those pursuing advanced qualifications or leadership roles.
Why Join?
- Competitive salary ranging from £35,000 to £47,000, commensurate with experience and qualifications.
- Comprehensive benefits package, including free on-site parking.
- Hybrid working model available post-training period.
- Opportunities for career progression, whether as a Senior Paraplanner or transitioning into advisory roles over time.
- A supportive and stable work environment with a focus on manageable workloads and employee well-being.
Sector:
- Financial Services
- Financial Planning
