Paraplanner in Manchester

Paraplanner

We are seeking a detail-oriented and proactive Paraplanner to join a growing financial planning team based in Central Manchester.

This opportunity is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (minimum) and has at least five years of paraplanning experience. You will play a key role in supporting Financial Advisers by producing high-quality technical reports, analysing client information, and assisting with the delivery and implementation of tailored financial planning solutions.

This is an excellent opportunity to join a supportive environment where you can continue developing your technical expertise while working alongside experienced professionals.

Key Responsibilities

• Prepare comprehensive suitability reports and supporting documentation.
• Analyse client financial information to support tailored financial planning recommendations.
• Assist with the preparation of client review packs and presentation documents.
• Conduct financial research across pensions, investments and protection products.
• Liaise with product providers and third parties to obtain relevant information.
• Maintain accurate client records and update internal systems.
• Support advisers with new business processing and ongoing client servicing.
• Schedule meetings and manage client correspondence where required.
• Ensure all work complies with FCA regulations and internal compliance procedures.
• Work collaboratively with advisers to ensure the timely delivery of high-quality client outcomes.
• Identify opportunities to improve internal processes and enhance efficiency.

Requirements

• Minimum Level 4 Diploma in Financial Planning (or equivalent) - essential.
• Minimum five years' experience in a Paraplanner position.
• Strong report writing and technical analysis skills.
• Excellent understanding of financial planning principles.
• Experience within a financial planning or wealth management environment.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office, including Word, Excel and Outlook.
• High attention to detail and commitment to delivering accurate work.

Benefits

• Competitive salary of £45,000 - £50,000 per annum.
• Company pension.
• Gym membership.
• Health and wellbeing programme.
• Financial planning services.
• Company events.
• Opportunities for ongoing professional development.

Application Questions

Do you hold the Level 4 Diploma in Financial Planning (or equivalent).

Do you have at least five years of Paraplanning experience.