Paraplanner

Career Paraplanner

Manchester (Hybrid)

£45,000 - £50,000 + Excellent Benefits

A well-established and highly respected Wealth Management firm in Manchester is seeking an experienced Paraplanner to join its growing technical team.

This is an excellent opportunity for a Level 4 Diploma qualified Paraplanner who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning within a supportive, professional environment.

Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning support by:

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• Preparing comprehensive suitability reports.
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• Conducting technical research across pensions, investments and protection.
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• Analysing client data and assisting with tailored financial planning recommendations.
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• Supporting client review meetings and report preparation.
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• Ensuring FCA compliance and maintaining accurate client records.
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• Working collaboratively with advisers to deliver exceptional client outcomes.
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To be successful, you'll have:

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• Level 4 Diploma in Regulated Financial Planning (essential).
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• A minimum of 2 years' paraplanning experience within a financial planning or wealth management environment.
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• Experience producing high-quality suitability reports.
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• Strong technical knowledge of pensions, investments and financial planning.
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• Excellent organisational, communication and report writing skills.
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• Proficiency with Microsoft Office and financial planning systems.
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• £45,000 - £50,000 salary.
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• Hybrid working.
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• Company pension.
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• Gym membership.
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• Health & wellbeing programme.
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• Company events.
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• A collaborative and supportive team environment.
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Please note: This opportunity is ideally suited to a career paraplanner who enjoys the technical aspects of financial planning. The firm is looking for someone committed to paraplanning as a long-term career rather than using the role as a pathway into financial advice.

If you're an experienced Paraplanner, Technical Paraplanner or Level 4 Diploma qualified Financial Planning professional looking for your next opportunity in Manchester, we'd love to hear from you.