Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Paraplanner (altrincham)

Altrincham
Posted: 16 June
Offer description

We’re delighted to be supporting a well-established, client-centric wealth management firm based in Altrincham with the recruitment of a Paraplanner to 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 Previous experience in a paraplanning role within wealth management/IFA Part-qualified or fully qualified (e.g., working towards or holding the Diploma in Financial Planning) Strong knowledge of pensions, investments, and financial planning principles Excellent attention to detail and a collaborative approach What’s on Offer Hybrid working model (typically 2–3 days in the office) A genuinely supportive team culture Competitive salary and benefits package Modern office environment in the heart of Altrincham A firm that invests in people and prioritises long-term relationships If you're looking to be part of a stable, values-driven team where your development is supported and your work is truly valued, we’d love to hear from you.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Paraplanner - altrincham
Manchester
Permanent
Fram Executive Search Limited
Similar job
Paraplanner - altrincham
Altrincham
Permanent
Fram Executive Search Limited
See more jobs
Similar jobs
jobs Altrincham
jobs Greater Manchester
jobs England
Home > Jobs > Paraplanner (Altrincham)

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save