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- Tasks: Be central to advice delivery, conducting research and writing reports.
- Company: Supportive firm that values paraplanners and promotes growth.
- Benefits: Up to 7% annual bonus, flexible hours, and hybrid working after probation.
- Why this job: Enjoy a balanced role with real impact in a collaborative team.
- Qualifications: Experience in paraplanning, detail-oriented, and strong communication skills.
- Other info: Friendly environment with clear progression and ongoing technical development.
The predicted salary is between 36000 - 60000 £ per year.
Plus up to 7 percent annual bonus, paid every 6 months.
Location: Heaton Mersey with hybrid after probation.
Hours: 34.5 per week, flexible start between 8 and 10.
A role built around flexibility, progression, and doing high quality work.
If you’re an experienced paraplanner who enjoys real involvement in the advice process and working with a team that values what you do, this role offers the balance and autonomy you’re probably looking for.
- A short probation period in the office.
- Hybrid once signed off (most do 1 day in, some prefer more).
- Flex start between 8 and 10.
- A team who actually values the paraplanning function.
- This is paraplanning done properly.
What you’ll be doing:
- You’ll be central to how advice is built and delivered across the firm, working closely with advisers and the operations team.
- Your day to day includes:
- Product research, solution design, and full suitability report writing.
- Portfolio analysis across pensions, investments, and drawdown.
- Investigating client needs and shaping advice with advisers.
- Preparing accurate documents, letters, and technical summaries.
- Reviewing and validating adviser information for compliance.
- Working with internal analytical models to assess existing portfolios.
- Supporting ongoing project work led by the Paraplanning Manager.
- Providing technical guidance to the admin team.
- Occasionally covering client calls when the team needs support.
- Staying sharp through ongoing technical learning and market awareness.
You’ll never be asked to give regulated advice, but you will be hands-on in everything that sits behind it.
What we’re looking for:
- Experience in a dedicated paraplanning role.
- Level 4 ideal, though part-qualified considered with full support.
- Confident with industry systems and research tools.
- Detail focused with strong written communication.
- A proactive, curious mind that enjoys problem solving.
- Comfortable asking questions and challenging unclear advice.
- Warm, collaborative, and happy in a team environment.
Why this firm?
- Because the environment is built to help you thrive.
- Hybrid working once probation is passed.
- Flex-start mornings.
- Clear progression and technical development.
- A genuinely friendly, fun, and supportive team.
- You work where the rest of the team work: same desks, same tools, same environment.
- Leadership that values paraplanners and invests in them.
If you’re looking for a paraplanner role that blends balance, flexibility, and serious technical involvement, this could be a brilliant fit.
Paraplanner in Cheadle Hulme 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 Cheadle Hulme
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on a paraplanner role that’s just perfect for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to paraplanning. Show off your knowledge of product research and solution design, and don’t forget to highlight your collaborative spirit!
✨Tip Number 3
When you get an interview, be sure to ask insightful questions about the team dynamics and how they value the paraplanning function. This shows you’re genuinely interested in being part of their supportive environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner in Cheadle Hulme
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the paraplanner role. Highlight your experience in product research, solution design, and report writing to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you’re passionate about paraplanning and how you can contribute to our team. Don’t forget to mention your proactive approach and problem-solving skills!
Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear and concise. Use professional language but let your personality shine through – we want to get to know the real you!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge. Familiarise yourself with product research, solution design, and suitability report writing. Being able to discuss these topics confidently will show that you're ready to dive into the role.
✨Show Your Team Spirit
This role values collaboration, so be prepared to talk about your experiences working in a team. Share examples of how you've supported colleagues or contributed to group projects. Highlighting your warm and collaborative nature will resonate well with the interviewers.
✨Ask Smart Questions
Don’t hesitate to ask questions during the interview. Inquire about the firm's approach to ongoing technical learning or how they support paraplanners in their development. This shows your proactive mindset and genuine interest in the role.
✨Be Detail-Oriented
Since the job requires strong written communication and attention to detail, prepare to demonstrate these skills. Bring along a sample of your work, like a report or document you've created, to showcase your ability to produce high-quality outputs.