Paraplanner

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.

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