Taylor James Professional Recruitment
Our client, an award winning firm of financial planners based in Altrincham, is looking to appoint an experienced Paraplanner to join their team on a permanent basis.
Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients.
The Role
- Prepare and tailor high-quality suitability reports based on adviser recommendations
- Conduct in-depth research across a range of financial products to support appropriate client outcomes
- Produce compliant, well-structured suitability letters
- Support advisers in delivering bespoke financial planning strategies
The Candidate
- Level 4 Diploma qualified (or nearing completion) – essential
- Experience working with High Net Worth clients – desirable
- Strong technical knowledge across core areas of financial planning
- Commercially aware with excellent attention to detail
- Reliable, professional, and highly organised with strong interpersonal skills
Salary & Benefits
This role offers a competitive salary of £38,000–£47,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.