Paraplanner in Manchester

Paraplanner

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Salary: £35k to £50k
Plus up to 7 percent annual bonus, paid every 6 months
Location: Heaton Mersey with hybrid after probation
Hours: 34.5 per week, flexible start between 8 and 10

A role built around flexibility, progression, and doing high quality work.

If you\’re an experienced paraplanner who enjoys real involvement in the advice process and working with a team that values what you do, this role offers the balance and autonomy you\’re probably looking for.

– A short probation period in the office
– Hybrid once signed off (most do 1 day in, some prefer more)
– A 34.5 hour working week
– Flex start between 8 and 10
– A team who actually values the paraplanning function

This is paraplanning done properly.

What you\’ll be doing

You\’ll be central to how advice is built and delivered across the firm, working closely with advisers and the operations team.
Your day to day includes:

Product research, solution design, and full suitability report writing
Portfolio analysis across pensions, investments, and drawdown
Investigating client needs and shaping advice with advisers
Preparing accurate documents, letters, and technical summaries
Reviewing and validating adviser information for compliance
Working with internal analytical models to assess existing portfolios
Supporting ongoing project work led by the Paraplanning Manager
Providing technical guidance to the admin team
Occasionally covering client calls when the team needs support
Staying sharp through ongoing technical learning and market awareness You\’ll never be asked to give regulated advice, but you will be hands-on in everything that sits behind it.

What we\’re looking for

Experience in a dedicated paraplanning role
Level 4 ideal, though part-qualified considered with full support
Confident with industry systems and research tools
Detail focused with strong written communication
A proactive, curious mind that enjoys problem solving
Comfortable asking questions and challenging unclear advice
Warm, collaborative, and happy in a team environment Why this firm? xiskglj
Because the environment is built to help you thrive.

Hybrid working once probation is passed
Shorter working week (34.5 hours)
Flex-start mornings
Clear progression and technical development
A genuinely friendly, fun, and supportive team
You work where the rest of the team work: same desks, same tools, same environment
Leadership that values paraplanners and invests in them If you\’re looking for a paraplanner role that blends balance, flexibility, and serious technical involvement, this could be a brilliant fit