Paraplanner

Paraplanner (Clear Progression into Advising) Location: South Manchester
Salary: £40,000+ DOE
Working Pattern: Mainly office-based Up to 2 days WFH considered
I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit a Paraplanner with ambitions to move into an Adviser role over time.
This is a strong opportunity for someone seeking a clear development pathway, working closely with an Adviser as part of a pod-style structure.
The Opportunity

• Join the business as a Paraplanner with a defined progression pathway into advising
• Work closely with an Adviser who is building their own client pod
• Gain increased exposure to the advice process and client interactions
• Develop the skills and experience needed to move into an Adviser role long term

The Role Your initial focus will be on paraplanning and technical support, including:

• Preparing suitability reports, financial plans and client recommendations
• Conducting research across pensions, investments, protection and tax planning
• Supporting adviser meetings and follow-up documentation
• Working closely with the Adviser and wider team to deliver high-quality advice
• Gradually increasing client exposure as your experience develops

Salary & Benefits

• Salary of £40,000+ DOE
• Annual salary review each summer
• Annual bonus linked to a percentage of company profits
• Private medical insurance
• Company pension scheme
• Hybrid working available (up to 2 days WFH), though the business is mainly office-based

If you re a Paraplanner based in or around South Manchester who is keen to develop towards an Adviser role within a supportive and structured environment, please apply or get in touch for more details.