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 emphasises 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.

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