At a Glance
- Tasks: Support financial planners with research and writing detailed reports for clients.
- Company: Established Chartered Financial Planning firm in Manchester with a strong team culture.
- Benefits: Up to £45,000 salary, 26 days holiday, hybrid working, and exam support.
- Other info: Flexible hours and opportunities for progression based on merit.
- Why this job: Join a growing team and develop your career in a supportive environment.
- Qualifications: Experience as a paraplanner and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 45000 - 45000 £ per year.
A well-established, independent Chartered Financial Planning firm in Manchester city centre is looking for an experienced Paraplanner to join its growing team. This is a genuine career opportunity with a strong package behind it: an 10% employer pension, 26 days' holiday plus Christmas closure, full exam support and hybrid working with flexible hours.
About the firm
This is a Chartered status practice, independent and whole of market, that has been advising clients across the North West for several decades. The business is owned by the people who work in it, not a network or consolidator, with close to £1 billion AUM. What stands out is the progression: people are brought in and developed on merit, moving up when their performance says they're ready, not when someone above them leaves. The operation is well run, with strong systems and processes behind the advice.
The role
- You'll work alongside an experienced advisory team to provide the technical research and written advice that underpins every client recommendation.
- This is a hands‑on paraplanning role with real variety and responsibility.
- Writing detailed suitability reports and advice letters across pensions, investments and protection.
- Analysing existing client arrangements against objectives and making recommendations.
- Cashflow modelling and tax‑efficient planning analysis.
- Conducting technical research and analysis to support a team of experienced financial planners.
- Fund and platform research using Adviser Asset, FE Analytics and in‑house tools.
- Maintaining and improving reporting processes to ensure ongoing compliance.
What you'll need
- Proven paraplanning experience within an IFA or financial planning practice.
- Level 4 Diploma in Regulated Financial Planning (or close to completion).
- Strong technical knowledge across pensions, investments and protection.
- Confident writing and research skills; report writing and research are the core of this role.
- Familiarity with investment and provider products and platforms.
- Intelligent Office (iO) experience is a bonus but not essential.
The package
- Salary up to £45,000 depending on experience.
- Hybrid working, 2 days from home, with flexible start and finish times.
- 10% employer pension contribution.
- 4x salary death in service.
- Group critical illness cover.
- 26 days' holiday plus bank holidays.
- Office shuts over Christmas at no cost to your annual leave.
- Exam support and bonuses for passing exams.
Next steps
Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off‑the‑record chat about the market. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Paraplanner employer: The Eventus Recruitment Group
Join a well-established, independent Chartered Financial Planning firm in the heart of Manchester, where your career as a Paraplanner can truly flourish. With a strong commitment to employee development, flexible hybrid working, and an impressive benefits package including a 10% employer pension and 26 days' holiday, this firm prioritises your growth and work-life balance. Experience a supportive culture that values merit-based progression and offers the opportunity to work alongside seasoned professionals in a dynamic environment.
Contact Details:
The Eventus Recruitment Group Recruitment Team
