Assistant Paraplanner Financial Planning Altrincham

Assistant Paraplanner       Financial Planning                        J1000


£18,000 – £21,500

Assistant Paraplanner required for Chartered IFA firm with approximately 75 employees.

All of the support team are working towards the Diploma and beyond. Each Assistant will work in conjunction with the Advisers and their Paraplanner and the Financial Planning Assistants.

The firm are keen to support the development of its staff and fund exams and all revision aids and give time off for revision and the exam itself.

A bonus is paid on completion of the Diploma in Financial Services and on achieving Chartered status. The firm also provide development opportunities within the firm, with the ability for Assistants to progress to trainee Paraplanner, and Paraplanner status in the future, with the role designed more closely around professional interests and to provide greater responsibility and recognition.

The firm is owned by a large private equity firm which owns a growing number of advisory firms in the US, Canada and Australia. This being the first business to be acquired outside of the US in 2008, selected based on thier ethos of building long term service-focused relationships with clients.

This is an exciting time as the business embark on their ambitious national expansion plans which should see the firm build a presence in the major cities within the UK, which in turn will offer opportunities to successful staff within the business.


  • Support the paraplanning team
  • Liase with 3rd parties
  • Assist with product research and information gathering
  • Prepare Illustrations

Skills Required:

  • Knowledge of financial products
  • Ability to gather and record evidence
  • Attention to detail
  • IT skills

Salary will be dependent upon qualifications and experience but will typically range between £18,000 – £21,500


4 x salary life cover, income protection, private medical insurance (Bupa) and employer pension contributions (currently 3% but soon to move to auto-enrolment). Basic holiday entitlement is 20 days plus 3 days for christmas plus all national holidays. The office is closed between Christmas and New Year. Holiday entitlement increases by 1 day after 2, 5, 10 and 15 years. The ideal candidate will be seeking full time employment (ie five days per week, 9am-5pm)

Please enquire confidentially using the details below quoting reference J1000 , alternatively feel free to connect with me Diana Sproston on LinkedIn,

To apply for this position please call the office on 0161 973 0133 or email

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