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- Tasks: Support advisers in delivering high-quality financial planning outcomes and produce compliant reports.
- Company: Join a well-structured SJP practice with a strong adviser team.
- Benefits: Competitive salary, up to 10% bonus, hybrid working, and study support.
- Other info: Enjoy autonomy, direct exposure to complex cases, and ongoing professional development.
- Why this job: Make a real impact on advice quality in a supportive environment.
- Qualifications: Minimum 1 year paraplanning experience and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 36000 - 40000 £ per year.
Join a well-structured SJP practice, supporting an established Partner Practice with a strong adviser team and a clear workflow, providing technical paraplanning support across pensions, investments, protection, and estate planning. This is a role that values accuracy, autonomy, and quality - not just volume processing.
The Role
- Producing clear, compliant suitability reports and letters
- Reviewing new business cases and understanding recommendations in detail before drafting
- Running illustrations, critical yield comparisons, and supporting analysis
- Working across a broad range of products including investments, pensions, protection, VCTs, and IHT planning
- Maintaining accurate client records within Salesforce
- Liaising with advisers and third parties to ensure cases progress smoothly
- Supporting annual reviews where combined with new business activity
- Ensuring all work meets internal and regulatory standards
What You'll Need
- Minimum 1 year paraplanning experience
- Level 4 Diploma in Regulated Financial Planning (or working towards)
- Strong understanding of financial planning products and regulations
- Comfortable working with systems such as Voyant / analytics tools / research platforms
- High attention to detail and strong numeracy skills
- Confident communicator with advisers and external providers
- Able to manage workload independently in a hybrid working environment
The Environment
- Real autonomy in your work
- Direct exposure to advisers and complex cases
- A structured but supportive operations team
- Hybrid working (2-3 days in Altrincham office)
- Clear expectations and consistent workflow
You'll be trusted to deliver - not micromanaged.
Package
- £36,000 - £40,000 base salary
- Up to 10% annual bonus
- Study support for Level 4 (if required)
- Hybrid working model
- Ongoing professional development
Why this role stands out
If you're currently in a paraplanning role where you're either over-processed with limited complexity, or under-supported with unclear structure, and if you're looking for a role where your work directly impacts advice quality - and not just case throughput - this is worth exploring.
Paraplanner in Altrincham employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and estate planning. We want you to shine when they ask about your experience with compliance and suitability reports!
✨Tip Number 3
Showcase your attention to detail! Bring examples of your work that highlight your accuracy and quality. Whether it’s a report or a case study, let them see how you ensure everything meets internal and regulatory standards.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and ensures your application lands directly in the right hands. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Paraplanner in Altrincham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your paraplanning experience and how it aligns with our needs. We want to see how your skills in producing compliant reports and managing client records can shine through!
Showcase Your Attention to Detail: Since accuracy is key in this role, don’t shy away from sharing examples of how you've maintained high standards in your previous work. We love seeing candidates who take pride in their attention to detail!
Be Yourself: Let your personality come through in your application! We value confident communicators who can liaise effectively with advisers and clients. A bit of your unique flair can make a big difference.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and regulations. Be ready to discuss your experience with pensions, investments, and protection in detail. This will show that you’re not just familiar with the basics but can also handle complex cases.
✨Showcase Your Attention to Detail
Since this role values accuracy, prepare examples that highlight your attention to detail. You might want to bring along a sample suitability report or a case study where your thoroughness made a difference. This will demonstrate your commitment to quality over quantity.
✨Communicate Confidently
Practice articulating your thoughts clearly and confidently. You’ll be liaising with advisers and third parties, so being able to communicate effectively is key. Consider doing mock interviews with a friend to refine your communication skills.
✨Embrace the Hybrid Model
Since the role involves hybrid working, think about how you manage your workload independently. Be prepared to discuss your strategies for staying organised and productive while working remotely. This will show that you can thrive in a flexible environment.