Paraplanner

Our client, an award winning firm of financial planners based in Altrincham, is looking to appoint an experienced Paraplanner to join their team on a permanent basis. Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients. The Role Prepare and tailor high-quality suitability reports based on adviser recommendations Conduct in-depth research across a range of financial products to support appropriate client outcomes Produce compliant, well-structured suitability letters Support advisers in delivering bespoke financial planning strategies The Candidate Level 4 Diploma qualified (or nearing completion) – essential Experience working with High Net Worth clients – desirable Strong technical knowledge across core areas of financial planning Commercially aware with excellent attention to detail Reliable, professional, and highly organised with strong interpersonal skills Salary & Benefits This role offers a competitive salary of £38,000–£47,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package.