Details:
- Salary: £50,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: North West Greater Manchester
- Date: 2 days ago
Description:
Paraplanner
Location: Manchester City Centre
Salary: Up to £50,000 (DOE)
Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours
A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team.
This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role.
Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes.
The Role
Your responsibilities will include:
Producing high-quality suitability reports
Conducting technical research and preparing recommendations
Responding to client and adviser queries
Working closely with Financial Planners to support ongoing client relationships
Attending client meetings alongside advisers (as this develops within the business)
Reviewing pensions, investments, ISAs and wider financial planning solutions
Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions.
About You
We're looking for someone who has:
Previous experience working as a Paraplanner within an IFA or Wealth Management firm
Strong technical knowledge across pensions and investments
Experience using Intelligent Office and CashCalc
Excellent report writing and research skills
A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience.
What's on Offer?
Salary up to £50,000 DOE
Hybrid working (2 days from home)
Flexible working hours
Dedicated administration support
Opportunity to attend client meetings
Friendly and supportive independent financial planning firm
Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you