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 supports Financial Advisers by conducting product research, analyzing 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. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Jun 14, 2026
Full time
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 supports Financial Advisers by conducting product research, analyzing 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. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Advisor Client Suppport An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank. Duties Include: Ensuring that all company processes are adhered to. Ensuring that all communications are recorded and indexed in the document management system (SharePoint) Ensuring immaculate and up-to-date records on the back-office system (Curo) Managing and maintaining a task list within Curo and Outlook. New business processing, completing forms and submitting to financial product providers. Producing valuations Production of Annual Planning Meeting (APM) preparation pack. General administration and processing. You must have strong attention to detail and proven experience within a Financial Advisory Firm. management planning admin
Jun 12, 2026
Full time
Advisor Client Suppport An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank. Duties Include: Ensuring that all company processes are adhered to. Ensuring that all communications are recorded and indexed in the document management system (SharePoint) Ensuring immaculate and up-to-date records on the back-office system (Curo) Managing and maintaining a task list within Curo and Outlook. New business processing, completing forms and submitting to financial product providers. Producing valuations Production of Annual Planning Meeting (APM) preparation pack. General administration and processing. You must have strong attention to detail and proven experience within a Financial Advisory Firm. management planning admin
