Technical Planner Financial Planning Altrincham



Technical Planner – Financial Planning          J-647


£25,000 to £33,000

Technical Planner / Paraplanner required for Chartered IFA firm with approximately 75 staff of which around 15 are currently in the paraplanning team. The Paraplanners are all Diploma-qualified, with a number due to obtain chartered status over the next twelve months. Each Paraplanner will typically support 1, possibly 2, Advisers, also working in conjunction with the Adviser’s Personal Assistant. The Paraplanners tend to be office-based with minimal client contact. Their focus is on undertaking the appropriate research to prepare suitability reports covering a wide range of wealth-planning areas.

To maximise the Paraplanners time, they have three Paraplanning Assistants within the team who undertake the more administrative and basic tasks such as obtaining policy information, preparing illustrations and packaging up completed reports. 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 paraplanning team, with the ability for staff to progress to Senior or Manager status, with the role designed more closely around their professional interests and to provide greater responsibility and recognition.

By way of example, Senior Paraplanners currently are involved in complex product due diligence, mentoring newer staff, report-checking and training.

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.

  • Candidates must have a minimum of 2 years technical paraplanning experience and senior applicants must be be capable of dealing independently with complex advice areas such as Estate-planning, lump sum pension planning (including lifetime allowance calculations), and capital gains tax calculations.
  • The ideal candidate will be Diploma-qualified or above. Experience with FE Analytics and O&M Pensions Profiler will be an advantage. Intelligent Office would be advantageous. Salary will be dependent upon qualifications and experience but will typically range between £25,000 and £29,000 for a Paraplanner or £30,000 to £33,000 for a Senior Paraplanner.

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 all national holidays. In addition, the office is normally 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) but can offer flexibility around hours and would consider four days per week.


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

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