Job Description
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
1. 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:
2. Conducting technical research and analysis to support financial planning recommendations.
3. Preparing comprehensive suitability reports and financial plans....