Paraplanner (Altrincham)

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.