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 ..... full job details .....