Job Description
We're delighted to be supporting a well-established, client-centric wealth management firm based in Altrincham with the recruitment of a Paraplannerto join their high-performing and close-knit team. This firm is known for its strong values-led culture, low staff turnover, and genuine commitment to both client and employee wellbeing. With hybrid working, a collaborative environment, and a modern approach to financial planning, this is a fantastic opportunity for a paraplanner looking to thrive and grow. The Role As a Paraplanner, you'll play a key role in supporting the advisory team with high-quality technical research and report writing, helping to deliver bespoke financial planning solutions for their long-standing client base. Key responsibilities include:
* Preparing suitability reports across pensions, investments, protection, and estate planning
* Conducting technical research and financial analysis to support holistic advice
* Assisting with cashflow modelling and recommendations
* Ensuring compliance with FCA and internal standards
* Liaising with advisers and administrators to maintain excellent client service
What They're Looking For
1. Previous experience in a paraplanning role within wealth management/IFA
2. Part-qualified or fully qualified (e.g., working towards or holding the Diploma in Financial Planning)
3. Stro...