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.