Paraplanner
Altrincham
£32,000 - £35,000
Hybrid Working: 3 days office-based, 2 days remote
Supportive, team-oriented environment with opportunities for professional development

Want to work for a well-established wealth management firm providing high-quality advice to a diverse range of clients across various demographics?
As this business continues to grow, they’re looking for a detail-oriented and motivated Paraplanner to join their team. This role will be primarily focused on back-office support, with no client-facing duties, allowing you to work closely with our advisers to deliver excellent service.

Key Responsibilities:

• Review client cases and handovers, ensuring recommendations are suitable and in line with compliance requirements.
• Calculate annual allowance carry-forwards and perform critical yield and income sustainability calculations using SJP software (training will be provided if needed).
• Draft templated suitability letters using SJP’s Aptus software, ensuring they are personalised to each client’s needs.
• Submit suitability letters to SJP’s Business Assurance team for approval.
• Address and resolve any feedback or remedial work as required following approval from the Business Assurance team.

Requirements:

• Previous experience as a Paraplanner or in a similar back-office support role.
• Familiarity with SJP software (Aptus, and other tools) is advantageous but not essential.
• Strong attention to detail and the ability to work efficiently within compliance guidelines.
• A proactive and collaborative approach to problem-solving.
• Ability to work independently and as part of a supportive team.

If you're looking for a new opportunity to grow your career in a rewarding and dynamic environment, apply now and take the next step in your career!