Paraplanner

Posted:	17/04/26
Recruiter:	Ellis James Partners Ltd
Reference:	3098625596
Type:	Permanent
Salary:	Competitive
Location:	Altrincham, Cheshire
Description:	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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Paraplanner

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