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Paraplanner - £38,000 - £47,000 - Altrincham - Hybrid

WEALTHLINK RECRUITMENT LTD
Posted 8 hours ago, valid for 8 days
Location

Altrincham, Cheshire WA14 2HX, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a paraplanner in Altrincham, offering a salary range of £38,000 to £47,000.
  • Candidates must have a Level 4 Diploma in Regulated Financial Planning and a minimum of 2 years' paraplanning experience.
  • This role focuses on technical responsibilities, including cashflow modelling and suitability reporting, with no administrative tasks involved.
  • The successful candidate will be part of a collaborative team of 18 paraplanners and 6 assistants, working in a hybrid environment after probation.
  • This opportunity allows for professional growth in a market-leading wealth firm that values technical excellence.

Paraplanner | £38,000-£47,000 | Altrincham | Hybrid Working Available

Join a Market-Leading Wealth Firm with a Strong Team Ethos and Technical Focus

Are you a qualified paraplanner looking to specialise in a purely technical role, free from administrative distractions? We’re hiring an experienced paraplanner to join our expanding team in Altrincham due to business growth and maternity cover. You'll be part of one of the most respected financial planning teams in the region, working in a collaborative and well-structured environment.

This role offers a chance to deepen your expertise in a firm where technical excellence is rewarded and progression is encouraged.

?? The Opportunity:

You’ll join a team of 18 paraplanners and 6 paraplanning assistants, providing technical support to advisers across all areas of wealth planning. With no admin duties, your focus will be on delivering top-tier analysis, cashflow modelling, and suitability reporting.

  • Salary: £38,000 - £47,000 (Paraplanner)

  • Location: Altrincham

  • Work Pattern: Hybrid after probation (minimum 2 office days per week)

?? Key Responsibilities:
  • Produce high-quality cashflow models using Fincount

  • Conduct investment and fund analysis with FEM Analytics

  • Generate accurate, technically sound suitability reports

  • Collaborate with advisers and paraplanning colleagues across complex financial scenarios

  • Utilise Intelliflo for efficient case management and back-office support

This is a purely technical paraplanning role - no admin or general client servicing required.

? What You’ll Need:
  • Level 4 Diploma in Regulated Financial Planning (essential)

  • Minimum 2 years’ paraplanning experience

  • Strong technical knowledge across pensions, investments, and cashflow modelling

  • Excellent communication and written report-writing skills

  • A team-oriented mindset to thrive in a large, collaborative environment

Whether you're a skilled technical paraplanner or progressing toward senior responsibilities, this is a place to sharpen your expertise and grow with the business.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.