Job Description
Paraplanner
Location: Altrincham (Hybrid Working – 2-3 days office / 2-3 days home-based)
Salary: Up to £55,000 DOE + Benefits
Contract: Permanent, Full-Time
The Opportunity
A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its technical support team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys producing high-quality suitability reports, conducting technical research, and supporting advisers in delivering outstanding client outcomes.
Working closely with Financial Advisers and the wider operations team, you will play a key role in the end-to-end advice process, ensuring recommendations are accurately documented, compliant, and delivered efficiently.
Key Responsibilities
Prepare high-quality suitability reports and recommendation letters within agreed service levels.
Support advisers across a broad range of financial planning a...
Location: Altrincham (Hybrid Working – 2-3 days office / 2-3 days home-based)
Salary: Up to £55,000 DOE + Benefits
Contract: Permanent, Full-Time
The Opportunity
A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its technical support team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys producing high-quality suitability reports, conducting technical research, and supporting advisers in delivering outstanding client outcomes.
Working closely with Financial Advisers and the wider operations team, you will play a key role in the end-to-end advice process, ensuring recommendations are accurately documented, compliant, and delivered efficiently.
Key Responsibilities
Prepare high-quality suitability reports and recommendation letters within agreed service levels.
Support advisers across a broad range of financial planning a...
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