Paraplanner

An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning team based in Central Manchester.

This role is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (minimum) and has at least five years' paraplanning experience. Working closely with Financial Advisers, you'll provide high-quality technical support by preparing suitability reports, conducting research, analysing client information and helping deliver tailored financial planning solutions.

If you're looking to join a collaborative and supportive business where your technical expertise is valued and your career can continue to develop, we'd love to hear from you.

Key Responsibilities

• Prepare high-quality suitability reports and supporting documentation.
• Conduct technical research across pensions, investments and protection products.
• Analyse client financial information to support financial planning recommendations.
• Prepare client review packs and presentation documents.
• Liaise with providers and third parties to obtain policy information.
• Process new business and support ongoing client servicing.
• Maintain accurate client records and update CRM systems.
• Schedule meetings and manage client correspondence.
• Ensure all work is completed in line with FCA regulations and internal compliance procedures.
• Work closely with Financial Advisers to deliver an outstanding client experience.
• Contribute to improving internal processes and efficiencies.

About You

To be successful in this role, you will have:

• Level 4 Diploma in Financial Planning (or equivalent) - essential
• A minimum of five years' experience as a Paraplanner
• Strong technical knowledge of financial planning
• Excellent report writing and analytical skills
• Experience within a financial planning or wealth management environment
• Excellent organisational and time management skills
• Strong communication skills, both written and verbal
• Proficiency in Microsoft Word, Excel and Outlook
• A high level of accuracy and attention to detail

Salary & Benefits

• £40,000 - £50,000 per annum
• Company pension
• Gym membership
• Health and wellbeing programme
• Financial planning services
• Company events
• Ongoing professional development and career progression

Application Questions

• Do you hold the Level 4 Diploma in Financial Planning (or equivalent)?
• Do you have at least five years' experience working as a Paraplanner?

Apply Today

If you're an experienced Paraplanner looking for your next opportunity in Manchester, we'd love to hear from you. Apply now or get in touch for a confidential discussion.