Position details
PARAPLANNER (PART OR FULL QUALIFIED)
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Altrincham
£30000 - £40000 29/06/2026
NJR16809
£30000 - £40000 29/06/2026
NJR16809
DESCRIPTION
Paraplanner
Altrincham, Cheshire (WA14)
Salary: £30,000 - £40,000 DOE + Excellent Benefits
Hybrid Working Available
An exciting opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning practice based in Altrincham.
This is a fantastic opportunity for a highly organised and technically minded individual who enjoys supporting advisers, producing high-quality client recommendations, and playing an integral role in delivering exceptional financial planning solutions.
Working within a supportive and professional environment, you\'ll have the opportunity to further develop your technical knowledge and progress your career within a respected financial planning business.
The Role
As a Paraplanner, you will provide essential support to Financial Advisers throughout the advice process, carrying out detailed research, analysing client information, and producing comprehensive suitability reports and recommendations.
You will play a key role in ensuring client records are accurate, compliant, and maintained to the highest standards while delivering an outstanding service to both clients and advisers.
Key Responsibilities
\" Analyse clients\' financial circumstances, objectives and requirements
\" Develop and maintain cashflow models and financial planning reports
\" Prepare product illustrations, suitability reports, recommendation letters and supporting documentation
\" Maintain complete and accurate client files and back-office records
\" Update cashflow models and carry out investment performance reviews
\" Produce financial planning reports, discussion papers and supporting analysis
\" Liaise with Financial Advisers to support the delivery of client recommendations
\" Coordinate with administration teams to ensure documentation and applications are completed accurately
\" Produce fund fact sheets and investment analysis using FE Analytics
\" Carry out risk assessments and compare risk ratings for investment recommendations
\" Complete attitude to risk assessments and pension analysis using industry software
\" Maintain accurate electronic records and ensure all documentation meets regulatory standards
\" Keep up to date with product developments, legislation and market changes
\" Adhere to FCA regulations and internal compliance procedures at all times
About You
The successful candidate will have:
\" Previous experience within a Paraplanning role
\" Strong technical knowledge of pensions, investments and financial planning products
\" Experience using financial planning and provider platforms
\" Familiarity with back-office systems and financial software
\" Excellent organisational skills and meticulous attention to detail
\" Strong written and verbal communication skills
\" The ability to prioritise workload and work effectively under pressure
\" A proactive and adaptable approach with a strong client focus
\" The ability to work independently and collaboratively within a team environment
\" A commitment to ongoing professional development and maintaining industry knowledge
What\'s on Offer?
\" Salary of £30,000 to £40,000 depending on experience and qualifications
\" Quarterly bonus scheme
\" Hybrid working with the opportunity to work from home one to two days per week following probation
\" Flexible working hours available
\" Supportive and professional working environment
\" Career development opportunities and industry training
\" Salary increase of £1,000 for each exam passed
\" 20 days annual leave plus bank holidays
\" Additional five days\' holiday after five years\' service
\" Two weeks off over the Christmas period
\" Company pension scheme
\" Regular team events and social activities
This is an excellent opportunity for an ambitious Paraplanner looking to join a supportive and forward-thinking financial planning firm that genuinely invests in its people and offers excellent long-term career prospects.
Apply today via NJR Recruitment or call quoting the reference NJR16809
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Altrincham, Cheshire (WA14)
Salary: £30,000 - £40,000 DOE + Excellent Benefits
Hybrid Working Available
An exciting opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning practice based in Altrincham.
This is a fantastic opportunity for a highly organised and technically minded individual who enjoys supporting advisers, producing high-quality client recommendations, and playing an integral role in delivering exceptional financial planning solutions.
Working within a supportive and professional environment, you\'ll have the opportunity to further develop your technical knowledge and progress your career within a respected financial planning business.
The Role
As a Paraplanner, you will provide essential support to Financial Advisers throughout the advice process, carrying out detailed research, analysing client information, and producing comprehensive suitability reports and recommendations.
You will play a key role in ensuring client records are accurate, compliant, and maintained to the highest standards while delivering an outstanding service to both clients and advisers.
Key Responsibilities
\" Analyse clients\' financial circumstances, objectives and requirements
\" Develop and maintain cashflow models and financial planning reports
\" Prepare product illustrations, suitability reports, recommendation letters and supporting documentation
\" Maintain complete and accurate client files and back-office records
\" Update cashflow models and carry out investment performance reviews
\" Produce financial planning reports, discussion papers and supporting analysis
\" Liaise with Financial Advisers to support the delivery of client recommendations
\" Coordinate with administration teams to ensure documentation and applications are completed accurately
\" Produce fund fact sheets and investment analysis using FE Analytics
\" Carry out risk assessments and compare risk ratings for investment recommendations
\" Complete attitude to risk assessments and pension analysis using industry software
\" Maintain accurate electronic records and ensure all documentation meets regulatory standards
\" Keep up to date with product developments, legislation and market changes
\" Adhere to FCA regulations and internal compliance procedures at all times
About You
The successful candidate will have:
\" Previous experience within a Paraplanning role
\" Strong technical knowledge of pensions, investments and financial planning products
\" Experience using financial planning and provider platforms
\" Familiarity with back-office systems and financial software
\" Excellent organisational skills and meticulous attention to detail
\" Strong written and verbal communication skills
\" The ability to prioritise workload and work effectively under pressure
\" A proactive and adaptable approach with a strong client focus
\" The ability to work independently and collaboratively within a team environment
\" A commitment to ongoing professional development and maintaining industry knowledge
What\'s on Offer?
\" Salary of £30,000 to £40,000 depending on experience and qualifications
\" Quarterly bonus scheme
\" Hybrid working with the opportunity to work from home one to two days per week following probation
\" Flexible working hours available
\" Supportive and professional working environment
\" Career development opportunities and industry training
\" Salary increase of £1,000 for each exam passed
\" 20 days annual leave plus bank holidays
\" Additional five days\' holiday after five years\' service
\" Two weeks off over the Christmas period
\" Company pension scheme
\" Regular team events and social activities
This is an excellent opportunity for an ambitious Paraplanner looking to join a supportive and forward-thinking financial planning firm that genuinely invests in its people and offers excellent long-term career prospects.
Apply today via NJR Recruitment or call quoting the reference NJR16809
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
