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. 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.