Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Altrincham

Salary: Up to £45,000

Reference Number: 10362

Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Altrincham.

As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.

Responsibilities:

• Research, analyse, and draft recommendation reports

• Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis

• Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive

• Review clients' investment portfolios, including performance, asset allocation, and risk profiles What's in it for you:

• Salary up to £45,000 (dependent on skills, qualifications, and experience)

• Pension contributions

• 30 days' annual leave

• Private medical insurance

• Hybrid working

• Strong benefits package

• Ongoing development and career progression opportunities Skills and experience required:

• Minimum of 1.5 years' experience as a paraplanner within an independent financial advice firm

• Level 4 Diploma is desirable, but candidates studying towards it will also be considered Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

• Take a holistic mindfulness approach - career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.

• Never pester you.