Paraplanner
Ellis James Partners Ltd
Altrincham | Hybrid (2-3 days office)
£36,000 - £40,000 + up to 10% bonus
Join a well-structured SJP practice, supporting an established Partner Practice with a strong adviser team and a clear workflow, providing technical paraplanning support across pensions, investments, protection, and estate planning.
This is a role that values accuracy, autonomy, and quality - not just volume processing.
The Role
You'll sit at the centre of the advice process, supporting advisers in delivering high-quality, compliant financial planning outcomes for clients.
Your work will include:
- Producing clear, compliant suitability reports and letters
- Reviewing new business cases and understanding recommendations in detail before drafting
- Running illustrations, critical yield comparisons, and supporting analysis
- Working across a broad range of products including investments, pensions, protection, VCTs, and IHT planning
- Maintaining accurate client records within Salesforce
- Liaising with advisers and third parties to ensure cases progress smoothly
- Supporting annual reviews where combined with new business activity
- Ensuring all work meets internal and regulatory standards
What You'll Need
- Minimum 1 year paraplanning experience
- Level 4 Diploma in Regulated Financial Planning (or working towards)
- Strong understanding of financial planning products and regulations
- Comfortable working with systems such as Voyant / analytics tools / research platforms
- High attention to detail and strong numeracy skills
- Confident communicator with advisers and external providers
- Able to manage workload independently in a hybrid working environment
The Environment
This is a role where you'll have:
- Real autonomy in your work
- Direct exposure to advisers and complex cases
- A structured but supportive operations team
- Hybrid working (2-3 days in Altrincham office)
- Clear expectations and consistent workflow
You'll be trusted to deliver - not micromanaged.
Package
- £36,000 - £40,000 base salary
- Up to 10% annual bonus
- Study support for Level 4 (if required)
- Hybrid working model
- Ongoing professional development
Why this role stands out
If you're currently in a paraplanning role where you're either:
- over-processed with limited complexity, or
- under-supported with unclear structure
If you're looking for a role where your work directly impacts advice quality - and not just case throughput - this is worth exploring.
Apply Now →
Application opens at the source listing. Free for jobseekers.