We are looking for a qualified paraplanner to join our team in Altrincham. This role is fully technical, so there are no administrative tasks, allowing you to focus on cashflow modelling, investment analysis, and suitability reports. You will work with a supportive team in a collaborative environment where technical expertise is valued and progression is encouraged.
Salary: £38,000 - £47,000 (Paraplanner)
Location: Altrincham
Work Pattern: Hybrid after probation (minimum 2 office days per week)
Key Responsibilities
*Produce accurate cashflow models using Fincount.
*Conduct investment and fund analysis with FEM Analytics.
*Prepare suitability reports.
*Work with advisers and other paraplanners on financial planning cases.
*Use Intelliflo for case management and back-office support.
This role is purely technical and is ideal for a paraplanner who wants to focus on the technical side of financial planning without being involved in admin or general client servicing.
Requirements
*Level 4 Diploma in Regulated Financial Planning.
*Minimum of 2 years’ experience as a paraplanner.
*Good technical knowledge of pensions, investments, and cashflow modelling.
*Strong communication and report-writing skills.
*Team-focused mindset to work in a collaborative environment.
Whether you are an experienced paraplanner or looking to grow your technical expertise, this is a great opportunity to work with a respected financial planning team. You will gain experience with advanced tools and be part of a firm that values technical excellence and professional development.