Paraplanner in Cheadle

Paraplanner Salary: £35k to £50k 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) – A 34.5 hour working week – 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 Shorter working week (34.5 hours) 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