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.