Paraplanner - Manchester City Centre - Hybrid - Basic Salary to £45k + benefits

Salary: Up to £45,000 + Benefits

Job Type: Full-Time, Permanent

A highly regarded and growing financial planning firm is seeking an experienced Paraplanner to join its established Manchester team.

This is an excellent opportunity to work closely with Financial Planners, supporting the delivery of sophisticated financial planning solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role offers exposure to complex planning cases within a collaborative and technically focused environment, making it ideal for an ambitious paraplanner looking to further develop their expertise.

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• Prepare detailed and compliant suitability reports.
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• Undertake technical financial planning research and analysis.
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• Support advisers with holistic wealth management and financial planning strategies.
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• Assist with pension, investment, tax and trust planning recommendations.
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• Ensure all advice and documentation complies with FCA and internal compliance standards.
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• Liaise with advisers, providers and administration teams to ensure efficient client outcomes.
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• Previous paraplanning experience with strong report-writing skills.
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• Excellent technical knowledge across:
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• Pensions
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• Tax Planning
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• Trusts
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• CII Level 4 Diploma qualified (or equivalent).
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• A commitment to continuing professional development and further qualifications.
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• Strong analytical, research and communication skills.
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• Basic salary up to £45,000.
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• Comprehensive benefits package.
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• Exposure to complex HNW and UHNW client work.
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• Ongoing technical training and support for further qualifications.
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• A collaborative and professional working environment with a strong focus on technical excellence.
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