Paraplanner (Altrincham)

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

What’s on Offer

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.

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