Paraplanner

Location: Altrincham (Hybrid Working – 2-3 days office / 2-3 days home-based)
Salary: Up to £55,000 DOE + Benefits
Contract: Permanent, Full-Time

The Opportunity
 
A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its technical support team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys producing high-quality suitability reports, conducting technical research, and supporting advisers in delivering outstanding client outcomes.
Working closely with Financial Advisers and the wider operations team, you will play a key role in the end-to-end advice process, ensuring recommendations are accurately documented, compliant, and delivered efficiently.

Key Responsibilities

• Prepare high-quality suitability reports and recommendation letters within agreed service levels.
• Support advisers across a broad range of financial planning areas including:
  • Investments (ISAs, Unit Trusts, Investment Bonds and Venture Capital Trusts)
  • Pensions
  • Inheritance Tax Planning
  • Protection Planning
• Review new business cases and gain a thorough understanding of recommendations before drafting compliant documentation.
• Produce suitability reports for annual reviews involving new business recommendations.
• Input and maintain client information on the firm''s back-office CRM system.
• Liaise with advisers regarding missing information, supporting documentation, and fact-finding requirements.
• Run critical yield calculations and provider illustrations where required.
• Conduct technical research to support advice recommendations and maintain compliance standards.
• Prepare and submit complete advice files for review and processing.
• Support the business in maintaining high standards of regulatory compliance.
• Keep up to date with industry legislation, regulatory developments, and advice framework changes.
• Build strong working relationships with advisers, colleagues, and management teams.
• Manage individual workflows effectively while contributing to wider team objectives.
• Participate in ongoing professional development, training workshops, and internal knowledge assessments.
• Contribute ideas for process improvements and operational efficiencies.

What''s on Offer?

• Salary up to £55,000 DOE.
• Hybrid working arrangement (2-3 days office / 2-3 days home-based).
• Support towards continued professional development and qualifications.
• Collaborative and supportive team environment.
• Opportunity to work across a broad range of financial planning cases.
• Long-term career progression within a growing wealth management business.

If you are an ambitious Paraplanner looking to further develop your technical expertise within a professional and client-focused wealth management firm, we would love to hear from you.