Paraplanner

Description:

Paraplanner Location: South Manchester
Job Type: Full-time, Permanent
Salary: Competitive (DOE)
Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people?
We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment.
The Role Working closely with Financial Consultants and the wider support team, you'll be responsible for:

Producing high-quality investment and suitability reports for new and existing clients
Preparing pre-investment packs to support financial planning recommendations
Conducting market and investment research to ensure recommendations remain competitive and appropriate
Providing technical support and guidance to the administration team
Building and maintaining relationships with investment and insurance providers
Ensuring all work is completed in line with FCA regulations and Conduct Rules
Supporting advisers with complex technical cases where required About You We're looking for someone who has:

At least 2 years' experience as a Paraplanner within an IFA or Wealth Management firm
Level 4 Diploma in Financial Planning (or currently working towards it)
Strong knowledge of pensions, investments and financial planning products
Excellent analytical and report-writing skills
A high level of attention to detail and accuracy
The ability to understand and communicate complex financial planning solutions
A proactive approach and the ability to work both independently and collaboratively Benefits This firm offers an excellent benefits package, including:

Competitive salary
9% non-contributory employer pension
Private Medical Insurance (Bupa Select)
Critical Illness Cover
Income Protection
Life Assurance (4x salary)
Health Cash Plan and Dental Insurance options
Employee Assistance Programme and wellbeing support
30 days annual leave, plus the option to buy an additional 3 days
Significant investment account discounts for employees and immediate family
Ongoing professional development and career progression Why Apply? This is an opportunity to join a respected wealth management firm where technical expertise is valued, employee wellbeing is prioritised, and long-term career development is encouraged.
If you're an experienced Paraplanner looking for your next challenge, we'd love to hear from you.
Apply today for a confidential discussion