Paraplanner in Ashley

Paraplanner

Altrincham, Cheshire (WA14)

Salary: £30,000 - £40,000 DOE + Excellent Benefits

Hybrid Working Available

An exciting opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning practice based in Altrincham.

This is a fantastic opportunity for a highly organised and technically minded individual who enjoys supporting advisers, producing high-quality client recommendations, and playing an integral role in delivering exceptional financial planning solutions.

Working within a supportive and professional environment, you'll have the opportunity to further develop your technical knowledge and progress your career within a respected financial planning business.

The Role

As a Paraplanner, you will provide essential support to Financial Advisers throughout the advice process, carrying out detailed research, analysing client information, and producing comprehensive suitability reports and recommendations.

You will play a key role in ensuring client records are accurate, compliant, and maintained to the highest standards while delivering an outstanding service to both clients and advisers.

Key Responsibilities

• Analyse clients' financial circumstances, objectives and requirements
• Develop and maintain cashflow models and financial planning reports
• Prepare product illustrations, suitability reports, recommendation letters and supporting documentation
• Maintain complete and accurate client files and back-office records
• Update cashflow models and carry out investment performance reviews
• Produce financial planning reports, discussion papers and supporting analysis
• Liaise with Financial Advisers to support the delivery of client recommendations
• Coordinate with administration teams to ensure documentation and applications are completed accurately
• Produce fund fact sheets and investment analysis using FE Analytics
• Carry out risk assessments and compare risk ratings for investment recommendations
• Complete attitude to risk assessments and pension analysis using industry software
• Maintain accurate electronic records and ensure all documentation meets regulatory standards
• Keep up to date with product developments, legislation and market changes
• Adhere to FCA regulations and internal compliance procedures at all times

About You

The successful candidate will have:

• Previous experience within a Paraplanning role
• Strong technical knowledge of pensions, investments and financial planning products
• Experience using financial planning and provider platforms
• Familiarity with back-office systems and financial software
• Excellent organisational skills and meticulous attention to detail
• Strong written and verbal communication skills
• The ability to prioritise workload and work effectively under pressure
• A proactive and adaptable approach with a strong client focus
• The ability to work independently and collaboratively within a team environment
• A commitment to ongoing professional development and maintaining industry knowledge

What's on Offer?

• Salary of £30,000 to £40,000 depending on experience and qualifications
• Quarterly bonus scheme
• Hybrid working with the opportunity to work from home one to two days per week following probation
• Flexible working hours available
• Supportive and professional working environment
• Career development opportunities and industry training
• Salary increase of £1,000 for each exam passed
• 20 days annual leave plus bank holidays
• Additional five days' holiday after five years' service
• Two weeks off over the Christmas period
• Company pension scheme
• Regular team events and social activities

This is an excellent opportunity for an ambitious Paraplanner looking to join a supportive and forward-thinking financial planning firm that genuinely invests in its people and offers excellent long-term career prospects.