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Paraplanner

Posted: 06/08/26
Recruiter:Integro Partners
Reference:3150745751
Type:Permanent
Salary:£45,000 Annual
Location:Altrincham, Cheshire
Description: Paraplanner Location: South Manchester
Job Type: Full-time, Permanent
Salary: Competitive (DOE)
Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people?
We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment.
The Role Working closely with Financial Consultants and the wider support team, you'll be responsible for:
  • Producing high-quality investment and suitability reports for new and existing clients
  • Preparing pre-investment packs to support financial planning recommendations
  • Conducting market and investment research to ensure recommendations remain competitive and appropriate
  • Providing technical support and guidance to the administration team
  • Building and maintaining relationships with investment and insurance providers
  • Ensuring all work is completed in line with FCA regulations and Conduct Rules
  • Supporting advisers with complex technical cases where required
About You We're looking for someone who has:
  • At least 2 years' experience as a Paraplanner within an IFA or Wealth Management firm
  • Level 4 Diploma in Financial Planning (or currently working towards it)
  • Strong knowledge of pensions, investments and financial planning products
  • Excellent analytical and report-writing skills
  • A high level of attention to detail and accuracy
  • The ability to understand and communicate complex financial planning solutions
  • A proactive approach and the ability to work both independently and collaboratively
Benefits This firm offers an excellent benefits package, including:
  • Competitive salary
  • 9% non-contributory employer pension
  • Private Medical Insurance (Bupa Select)
  • Critical Illness Cover
  • Income Protection
  • Life Assurance (4x salary)
  • Health Cash Plan and Dental Insurance options
  • Employee Assistance Programme and wellbeing support
  • 30 days annual leave, plus the option to buy an additional 3 days
  • Significant investment account discounts for employees and immediate family
  • Ongoing professional development and career progression
Why Apply? This is an opportunity to join a respected wealth management firm where technical expertise is valued, employee wellbeing is prioritised, and long-term career development is encouraged.
If you're an experienced Paraplanner looking for your next challenge, we'd love to hear from you.
Apply today for a confidential discussion.

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