Paraplanner
Remote / Online - Candidates ideally in
Macclesfield, Cheshire, SK11, England, UK
Listed on 2026-06-22
Macclesfield, Cheshire, SK11, England, UK
Listing for:
Thrive by Chorni Ltd
Remote/Work from Home
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Paraplanner – Cheshire/Manchester – £30,000 – £50,000
Hybrid working or opportunity to work from home with occasional visit to the office.
Great opportunity for a paraplanner who is keen to join a small independent Chartered Financial Planners who specialise in comprehensive financial planning, offering tailored advice to both individuals and businesses.
You will support Financial Advisers by conducting product research, analysing financial data, and preparing compliant suitability reports.
Core Responsibilities- Technical research:
Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. - Report writing:
Drafting detailed, regulatory‑compliant suitability letters and reports that advisers use for client meetings. - 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 forward thinking firm who is very focused on employees wellbeing.
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