Paraplanner - Financial Planning

Paraplanner - Financial Planning

Location: Central Manchester

Salary: Up to £45,000 DOE + Benefits

Full-Time Permanent Monday-Friday (Flexible Hours 8am-5pm)

NJR Recruitment is delighted to be representing a leading, modern financial planning firm based in Central Manchester, who have been recognised as a Top 100 UK Financial Adviser by FT Adviser for multiple consecutive years. Due to continued growth, a fantastic opportunity has arisen for an ambitious Paraplanner to join their collaborative and forward-thinking team.

With over 55 professionals including Advisers, Paraplanners, and Administrators, this firm is dedicated to delivering high-quality financial planning and client outcomes, specialising in pensions and investments. This is a fully office-based role in a vibrant city-centre location.

The Role

As a Paraplanner, you will provide essential support to advisers by conducting detailed research and producing clear, compliant suitability reports. You'll play a key role in ensuring that clients receive tailored financial planning advice, particularly in pensions and investments.

Working alongside a dedicated team of paraplanners and advisers, you'll have the chance to contribute ideas, suggest process improvements, and develop professionally in a supportive and structured environment.

Key Responsibilities

• Research and analyse pensions and investment products to prepare suitability reports
• Support a team of Wealth Management and New Business Advisers with high-quality technical input
• Collaborate across the business to drive great client outcomes
• Suggest and implement process improvements where appropriate
• Maintain high standards of compliance and risk management
• Undertake CPD and ongoing training for continuous improvement

What We're Looking For

• Minimum 1-3 years' paraplanning experience, ideally with a focus on pensions and pension switching
• Proven experience within an IFA/financial planning environment
• Strong technical knowledge and ability to produce accurate, compliant financial reports
• Excellent organisational, analytical, and problem-solving skills
• Proficiency in financial planning software and Microsoft Office (experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, or FE Analytics is desirable)
• Diploma in Financial Planning (or working towards)
• Proactive, motivated, and a strong team player

What's on Offer

• Salary up to £45,000 (DOE)
• Company pension scheme with employer contributions
• Private Medical Insurance (after initial probation)
• 25 days holiday plus bank holidays
• Regular company events and strong social culture
• Study support towards CII exams - including study leave and exam pass bonus
• Annual appraisals and 6-month reviews with clear career progression pathways
• Modern city-centre offices, close to transport links
• Supportive, friendly, and collaborative environment

Apply Now

If you're an experienced Paraplanner looking for a long-term role in a modern, award-winning financial planning firm in Central Manchester, this could be the ideal next step.

NJR16104