Paraplanner
Altrincham Hybrid (2-3 days office)
£36,000 - £40,000 + up to 10% bonus
Join a well‑structured SJP practice, supporting an established Partner Practice with a strong adviser team and a clear workflow, providing technical paraplanning support across pensions, investments, protection, and estate planning.
This is a role that values accuracy, autonomy, and quality - not just volume processing.
The Role
You'll sit at the centre of the advice process, supporting advisers in delivering high‑quality, compliant financial planning outcomes for clients.
Your work will include:
* Producing clear, compliant suitability reports and letters
* Reviewing new business cases and understanding recommendations in detail before drafting
* Running illustrations, critical yield comparisons, and supporting analysis
* Working across a broad range of products including investments, pensions, protection, VCTs, and IHT planning
* Maintaining accurate client records within Salesforce
* Liaising with advisers and third parties to ensure cases progress smoothly
* Supporting annual reviews where combined with new business activity
* Ensuring all work meets internal and regulatory standards
What You'll Need
* Minimum 1 year paraplanning experience
* Level 4 Diploma in Regulated Financial Planning (or working towards)
* Strong understanding of financial planning products and regulations
* Comfortable working with systems such as Voyant / analytics tools / research platforms
* High attention to detail and strong numeracy skills
* Confident communicator with advisers and external providers
* Able to manage workload independently in a hybrid working environment
The Environment
This is a role where you'll have:
* Real autonomy in your work
* Direct exposure to advisers and complex cases
* A structured but supportive operations team
* Hybrid working (2-3 days in Altrincham office)
* Clear expectations and consistent workflow
You’ll be trusted to deliver - not micromanaged.
Package
* £36,000 - £40,000 base salary
* Up to 10% annual bonus
* Study support for Level 4 (if required)
* Hybrid working model
* Ongoing professional development
Why this role stands out
If you're currently in a paraplanning role where you're either:
* over-processed with limited complexity, or
* under-supported with unclear structure
If you're looking for a role where your work directly impacts advice quality - and not just case throughput - this is worth exploring.
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