Paraplanner
Job in
Alderley Edge, Cheshire, SK9, England, UK
Listed on 2026-06-01
Listing for:
Thrive by Chorni Ltd
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Reporting, Financial Consultant
Job Description & How to Apply Below
Paraplanner - Alderley Edge £30000 - £50000
Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management.
You will support Financial Advisers by conducting product research, analysing financial data, and preparing compliant suitability reports.
Core Responsibilities- You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
- You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
- You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals.
This is a great opportunity in a well known and well respected firm working.
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