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Salary: £25,000 - £35,000

Location: Altrincham, Cheshire

Prestige Recruitment Group are advertising on behalf of our client for an experienced Paraplanner to join their team for a permanent position. Our client is looking for someone who has a genuine passion for providing outstanding Paraplanning support to the Directors and Financial Planners.


  • Provide technical Paraplanning support to the Directors and Chartered Financial Planners
  • Liaise with our administration team to ensure all compliance paperwork is present
  • Liaise with our administration team for the compliant submission and recording of new transactions
  • Identify and obtain the information necessary to complete analysis and compile reports
  • Identify areas for planning and undertake research, both independently, and with the adviser to identify suitable solutions to meet the clients’ needs
  • Prepare information/comparisons for analysis by the adviser
  • Consider current and future allocation of assets for investment strategy in conjunction with the client risk profile
  • Review investment portfolios and changes to asset allocation


  • Must have at least a minimum of 2 years experience in a Paraplanner role.
  • Must hold the Diploma in Financial Planning qualification.
  • Ideally worked on the following Iress Xplan, Financial Express (FE) Analytics.

Our client offers an attractive salary & benefits package. This Financial Planning firm has easy access to a local train station which is within walking distance of the office.

If you think you are the ideal candidate and possess the necessary experience and skills, please click to apply:

21 February 2024
Financial Planning
Greater Manchester, Altrincham
Salary: £25,000 - £35,000