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Paraplanner

Job Posted: 15 days ago

Salary: £ Competitive
Job Type: Permanent
Location: Altrincham

Expire in: 12 days

Job Description

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

Before You Apply

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Bank details.
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Date of birth.

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Looking for your next career move? Join a top company hiring Paraplanner job near me in Altrincham! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!