Paraplanner opportunity - Well established Wealth Practice My client is a leading Wealth Practice and are looking to augment their successful team by securing an experienced Paraplanner for their Altrincham office. You'll deal with a wide range of Paraplanner functions such as client reports/risk profiling etc. and a competitive salary range of between 33,000 - 48,000 plus benefits is on offer, with this role. Post probation, hybrid working is also on offer with this role, up to 3 days from home but it's office based, whilst you are learning the ropes! Ideally, you'll be an experienced Paraplanner, hold Level 4 Diploma plus, have experience with Intelligent Office (IO)/FE Analytics/Financial Calc etc. & be able to work on your own workload in a detailed manner, would be desirable for this opportunity! Click and apply for this sought after opportunity, as a short list is being drawn up for interview, as we speak!
Jul 17, 2025
Full time
Paraplanner opportunity - Well established Wealth Practice My client is a leading Wealth Practice and are looking to augment their successful team by securing an experienced Paraplanner for their Altrincham office. You'll deal with a wide range of Paraplanner functions such as client reports/risk profiling etc. and a competitive salary range of between 33,000 - 48,000 plus benefits is on offer, with this role. Post probation, hybrid working is also on offer with this role, up to 3 days from home but it's office based, whilst you are learning the ropes! Ideally, you'll be an experienced Paraplanner, hold Level 4 Diploma plus, have experience with Intelligent Office (IO)/FE Analytics/Financial Calc etc. & be able to work on your own workload in a detailed manner, would be desirable for this opportunity! Click and apply for this sought after opportunity, as a short list is being drawn up for interview, as we speak!
NJR Recruitment is partnered with a firm of Financial Advisers who is looking for a Paraplanner to join them. This Paraplanner will support the Partner Practice when informing and advising Clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. Responsibilities: " To support the adviser team; producing suitability letters within a timely manner " You will work across a product range of Investments (ISA, UT, Investment Bonds, VCT's), Pensions, IHT planning and protection " Receiving new business cases; reviewing and gaining an understanding of the recommendation in order to be able to write the case compliantly " Writing suitability letters for annual reviews (where combined with a new piece of business) " Inputting fact find information onto our back-office system, Salesforce " Liaising with adviser with regards to any missing information on the fact find and/or supplementary information or documents " Running critical yield comparisons to check whether a recommendation is viable " Running illustrations " Completion and submission of advice sets in Salesforce " Conducting any additional research required in order to ensure that the case remains compliant " Liaising with the St James's Place Business Assurance team with regards to checking complexities of cases; and to apply for concessions where required " To work within a regulated environment. " Stay abreast of legislative changes and other regulatory issues taking necessary action as required. " Work within and stay up to date with template changes and advice framework. " Familiar with all major research systems e.g. Analytics & Voyant etc; " Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. " To develop and maintain good working relationships with the advisers, colleagues and management in order to provide an efficient and effective service to the adviser and the client, in all available mediums. " To help maintain business flow and meet agreed targets. " Individual workflow and task delivery. " Undertake continuous professional development to meet regulatory requirements and personal development needs. " Ability to pass regular internal testing of knowledge " Attend forums & workshops as appropriate " Attend Adviser Meetings with the Operations Director as & when required. " Continual review & feedback on systems & processes for improvement. Skills and Experience : " Hold/working towards Level 4 Diploma in Regulated Financial Services " Up to date knowledge of regulation and legislation " Able to transpose information accurately " Ability to work autonomously & remotely " Strong numeracy skills " Confident in dealing with third parties and can work with total discretion " Highly organised with excellent communication skills " Broad experience of Microsoft Office (Outlook, Word, Excel) " Analytical with exceptional attention to detail " Manages time effectively with the ability to multi-task " Keeps calm when faced with conflicting demands and handles these effectively " Demonstrates a positive attitude at all times " Works well on own tasks as well as on shared goals as part of a team " Good planning and organisational skills, with the ability to organise and prioritise workloads " Proactive and flexible in their approach to work and willing to go the extra mile For further information please contact one of our specialist consultants quoting NJR 14503
Mar 09, 2025
Full time
NJR Recruitment is partnered with a firm of Financial Advisers who is looking for a Paraplanner to join them. This Paraplanner will support the Partner Practice when informing and advising Clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. Responsibilities: " To support the adviser team; producing suitability letters within a timely manner " You will work across a product range of Investments (ISA, UT, Investment Bonds, VCT's), Pensions, IHT planning and protection " Receiving new business cases; reviewing and gaining an understanding of the recommendation in order to be able to write the case compliantly " Writing suitability letters for annual reviews (where combined with a new piece of business) " Inputting fact find information onto our back-office system, Salesforce " Liaising with adviser with regards to any missing information on the fact find and/or supplementary information or documents " Running critical yield comparisons to check whether a recommendation is viable " Running illustrations " Completion and submission of advice sets in Salesforce " Conducting any additional research required in order to ensure that the case remains compliant " Liaising with the St James's Place Business Assurance team with regards to checking complexities of cases; and to apply for concessions where required " To work within a regulated environment. " Stay abreast of legislative changes and other regulatory issues taking necessary action as required. " Work within and stay up to date with template changes and advice framework. " Familiar with all major research systems e.g. Analytics & Voyant etc; " Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. " To develop and maintain good working relationships with the advisers, colleagues and management in order to provide an efficient and effective service to the adviser and the client, in all available mediums. " To help maintain business flow and meet agreed targets. " Individual workflow and task delivery. " Undertake continuous professional development to meet regulatory requirements and personal development needs. " Ability to pass regular internal testing of knowledge " Attend forums & workshops as appropriate " Attend Adviser Meetings with the Operations Director as & when required. " Continual review & feedback on systems & processes for improvement. Skills and Experience : " Hold/working towards Level 4 Diploma in Regulated Financial Services " Up to date knowledge of regulation and legislation " Able to transpose information accurately " Ability to work autonomously & remotely " Strong numeracy skills " Confident in dealing with third parties and can work with total discretion " Highly organised with excellent communication skills " Broad experience of Microsoft Office (Outlook, Word, Excel) " Analytical with exceptional attention to detail " Manages time effectively with the ability to multi-task " Keeps calm when faced with conflicting demands and handles these effectively " Demonstrates a positive attitude at all times " Works well on own tasks as well as on shared goals as part of a team " Good planning and organisational skills, with the ability to organise and prioritise workloads " Proactive and flexible in their approach to work and willing to go the extra mile For further information please contact one of our specialist consultants quoting NJR 14503
A Chartered Financial Planning firm in Altrincham are looking for a remote or hybrid paraplanner to join their team. They have been established for over 15 years now and have almost 1bn in AUM, with a fullly developed paraplanning function and team. There is the potential for the right indivdidual to move into an Advice role in the future. Package You will receive excellent salary ( 35k- 45k) and executive benefits The company A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West. Role Undertaking reviews for clients Preparation of reports, both from standard paragraphs and free text Undertaking whole of the market research Working on a collaborative basis with the rest of the team Keeping up to date on market positions and global situations Using cash flow modelling and lifestyle planning as required Attending client meetings as required Use of Voyant and Cashcalc The candidate Ideally Dip Level 4 but will consider qualified by experience Experience of working with HNW and UHNW clients Writing reports and undertaking research.
Feb 18, 2025
Full time
A Chartered Financial Planning firm in Altrincham are looking for a remote or hybrid paraplanner to join their team. They have been established for over 15 years now and have almost 1bn in AUM, with a fullly developed paraplanning function and team. There is the potential for the right indivdidual to move into an Advice role in the future. Package You will receive excellent salary ( 35k- 45k) and executive benefits The company A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West. Role Undertaking reviews for clients Preparation of reports, both from standard paragraphs and free text Undertaking whole of the market research Working on a collaborative basis with the rest of the team Keeping up to date on market positions and global situations Using cash flow modelling and lifestyle planning as required Attending client meetings as required Use of Voyant and Cashcalc The candidate Ideally Dip Level 4 but will consider qualified by experience Experience of working with HNW and UHNW clients Writing reports and undertaking research.
Exchange Street Claims & Financial Services
Altrincham, Cheshire
This Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with varying degrees of experience and you'll be the one they come to with technical questions.You'll be the most senior person on the team. You'll pass on your knowledge and get as much enjoyment from supporting others as nailing that complex report.This is a business that trusts its staff so hybrid working is on offer. It also values its staff. And one way it shows this is through the package they offer, for this role paying to £50,000 as well as a bonus, pension and DIS.They'd love to recruit a Chartered paraplanner. But if you have at least one AF paper and want to be level 6 then they'd love to hear from you too. And given your status on the team you'll need a reasonable amount of paraplanning experience.
Dec 12, 2022
Full time
This Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with varying degrees of experience and you'll be the one they come to with technical questions.You'll be the most senior person on the team. You'll pass on your knowledge and get as much enjoyment from supporting others as nailing that complex report.This is a business that trusts its staff so hybrid working is on offer. It also values its staff. And one way it shows this is through the package they offer, for this role paying to £50,000 as well as a bonus, pension and DIS.They'd love to recruit a Chartered paraplanner. But if you have at least one AF paper and want to be level 6 then they'd love to hear from you too. And given your status on the team you'll need a reasonable amount of paraplanning experience.
Paraplanner Vacancy. Up to £42,000. Altrincham / Hybrid (2 days in the office, 3 at home) You'll be joining a team that supports one another and shares knowledge, and be part of a business who promote and facilitate personal development. As a Paraplanner you will: More about the role Support the Financial Advisers in providing, implementing, and reviewing strategies and advice Prepare accurate financial plans and suitability reports Do research and analysis to meet client needs and objectives Managing individual workflow and delivery Providing technical guidance/assistance to your colleagues To be considered you'll need you'll need The Level 4 Diploma in regulated financial planning (DipPFS, DipFA or equivalent) Paraplanning experience in a holistic firm Remuneration and other information £36,000 to £42,000 salary 23 days holiday plus bank holidays plus 3 between Christmas and New Year (Increases with length of service) Group Personal Pension membership with employer contributions of 4% of salary, subject to auto-enrolment rules Death in Service cover of 4 times salary Private Medical Insurance (BUPA) Permanent Health Insurance Discretionary Annual Bonus
Dec 12, 2022
Full time
Paraplanner Vacancy. Up to £42,000. Altrincham / Hybrid (2 days in the office, 3 at home) You'll be joining a team that supports one another and shares knowledge, and be part of a business who promote and facilitate personal development. As a Paraplanner you will: More about the role Support the Financial Advisers in providing, implementing, and reviewing strategies and advice Prepare accurate financial plans and suitability reports Do research and analysis to meet client needs and objectives Managing individual workflow and delivery Providing technical guidance/assistance to your colleagues To be considered you'll need you'll need The Level 4 Diploma in regulated financial planning (DipPFS, DipFA or equivalent) Paraplanning experience in a holistic firm Remuneration and other information £36,000 to £42,000 salary 23 days holiday plus bank holidays plus 3 between Christmas and New Year (Increases with length of service) Group Personal Pension membership with employer contributions of 4% of salary, subject to auto-enrolment rules Death in Service cover of 4 times salary Private Medical Insurance (BUPA) Permanent Health Insurance Discretionary Annual Bonus
Exchange Street Claims & Financial Services
Altrincham, Cheshire
The world has changed. But not everyone wanted it to.Lots of people enjoy working in an office environment and can't work comfortably at home.They enjoy collaborating. They enjoy the friendships that collaboration affords. They enjoy being in a different space.This business is full of people who think the same. They enjoy their work because it's not a solo pursuit. It's something you do with others and that interaction with people is important. Humans are social creatures after all.Instead as a business they go out of their way to ensure that people enjoy coming into the office. Their low staff attrition rate is testament to that.They also understand that not everyone wants to take exams. Not everyone wants to become a paraplanner or adviser. Some people want to be the best administrator they can be. You'll learn here as it's a busy practice. But you won't be pushed to do things you don't want to do.You'll be an administrator for a financial planning firm. You'll have experience of using IO and be comfortable using platforms. You will happy in an administration role but looking for some variation.In return you'll get an attractive salary in a business where you are vital to their success every day. You'll also get a bonus (up to 10% of salary) and a decent benefits package.Send us a CV or a way of contacting you. We will be in touch to answer your questions.
Dec 10, 2022
Full time
The world has changed. But not everyone wanted it to.Lots of people enjoy working in an office environment and can't work comfortably at home.They enjoy collaborating. They enjoy the friendships that collaboration affords. They enjoy being in a different space.This business is full of people who think the same. They enjoy their work because it's not a solo pursuit. It's something you do with others and that interaction with people is important. Humans are social creatures after all.Instead as a business they go out of their way to ensure that people enjoy coming into the office. Their low staff attrition rate is testament to that.They also understand that not everyone wants to take exams. Not everyone wants to become a paraplanner or adviser. Some people want to be the best administrator they can be. You'll learn here as it's a busy practice. But you won't be pushed to do things you don't want to do.You'll be an administrator for a financial planning firm. You'll have experience of using IO and be comfortable using platforms. You will happy in an administration role but looking for some variation.In return you'll get an attractive salary in a business where you are vital to their success every day. You'll also get a bonus (up to 10% of salary) and a decent benefits package.Send us a CV or a way of contacting you. We will be in touch to answer your questions.
