(JM21) Paraplanner

Paraplanner | Leading Wealth Management Practice
Location: Altrincham (Hybrid – 2/3 days office-based)

Salary: £40,000+ 10% Bonus + Excellent Benefits

Contract: Full-Time, Permanent


The Opportunity: Precision, Strategy, and Career Growth
Are you a technical expert who enjoys the "why" behind financial advice as much as the "how"?

We are representing a premier Wealth Management Practice that prides itself on delivering high-level, bespoke financial strategies to a sophisticated client base, including medical professionals, business owners, and retirees. With a multi-city presence and a reputation for "outstanding operations," this firm offers the perfect balance between a close-knit team culture and the robust backing of a major UK financial network.

As a Paraplanner, you won't just be producing suitability reports; you will be an integral part of the advice process, working directly with the Financial Advisers to ensure every recommendation is a masterpiece of compliance and technical accuracy.


Your Role: The Technical Engine
This is a pivotal role designed for someone who takes pride in high-quality suitability documentation and enjoys the intellectual challenge of complex financial planning.


What You’ll Bring

Why You’ll Love Working Here
Our client understands that top-tier talent deserves top-tier rewards. They offer a modern, flexible package that respects your life outside of work:


Interested?
If you are a Paraplanner with at least 1 years' looking to move away from a "processing mill" and into a strategic, high-growth environment, we want to talk.

Apply today with your CV to start the conversation.

Location: Altrincham (Hybrid – 2/3 days office-based)

Salary: £40,000+ 10% Bonus + Excellent Benefits

Contract: Full-Time, Permanent

The Opportunity: Precision, Strategy, and Career Growth

Are you a technical expert who enjoys the "why" behind financial advice as much as the "how"?

We are representing a premier Wealth Management Practice that prides itself on delivering high-level, bespoke financial strategies to a sophisticated client base, including medical professionals, business owners, and retirees. With a multi-city presence and a reputation for "outstanding operations," this firm offers the perfect balance between a close-knit team culture and the robust backing of a major UK financial network.

As a Paraplanner, you won't just be producing suitability reports; you will be an integral part of the advice process, working directly with the Financial Advisers to ensure every recommendation is a masterpiece of compliance and technical accuracy.

Your Role: The Technical Engine

This is a pivotal role designed for someone who takes pride in high-quality suitability documentation and enjoys the intellectual challenge of complex financial planning.

• Suitability & Strategy: Produce comprehensive, compliant suitability letters across investments, pensions, IHT planning, and protection.
• Technical Analysis: Conduct critical yield comparisons and illustrations to verify the viability of recommendations.
• System Ownership: Manage client data and ensure seamless submission of advice.
• Compliance & Research: Perform deep-dive research for complex cases and liaise with central technical teams to ensure gold-standard compliance.
• Process Innovation: You’ll be encouraged to provide feedback on systems and attend adviser meetings, ensuring the "operations engine" is always running at peak performance.

What You’ll Bring

• Qualifications: You are either Level 4 Diploma qualified (Regulated Financial Planning) or are currently making strong progress toward it.
• Technical Edge: A solid understanding of the advice process and experience with financial research/illustration tools.
• Attention to Detail: A natural ability to spot the "fine print" and a commitment to producing error-free, high-spec work.
• Ambition: You’re looking for a firm that will support your CPD and professional development.

Why You’ll Love Working Here

Our client understands that top-tier talent deserves top-tier rewards. They offer a modern, flexible package that respects your life outside of work:

• Financial Rewards: Competitive base salary plus a 10% annual bonus potential and death-in-service benefit.
• Work-Life Balance: Hybrid working (2/3 days home vs. office) and flexible working hours.
• Extra Time Off: 25 days holiday + bank holidays + your birthday off.
• Growth Support: Full financial and structural support for professional qualifications and ongoing CPD.
• Culture: Regular social events and a collaborative, supportive atmosphere where your voice is actually heard.

Interested?

If you are a Paraplanner with at least 1 years' looking to move away from a "processing mill" and into a strategic, high-growth environment, we want to talk.

Apply today with your CV to start the conversation.