Paraplanner

Paraplanner - Wealth Management (Hybrid)

Location: Manchester UK - Hybrid (2-3 days in office / 2-3 days WFH)

Salary: £40,000-£50,000 (Negotiable)

Start Time: Flexible between 8:00-10:00am to avoid peak traffic

We are partnered with a well-known and highly respected wealth management firm, seeking an experienced Paraplanner to join their dynamic team. This is a hybrid role offering a flexible working pattern and an opportunity to contribute to a high-performing, client-focused environment.

What You'll Do:

• Prepare and review financial plans, reports, and recommendations for clients
• Support financial advisers with research, calculations, and paraplanning tasks
• Ensure compliance with regulatory and company standards
• Liaise with clients and other professionals as required
• Contribute to continuous process improvements within the team

What We're Looking For:

• Minimum level 4 Diploma in Financial Planning (DipFA / equivalent)
• At least 3 years' paraplanning experience in a regulated environment
• Strong technical knowledge of investment, mortgages, pension, and retirement planning
• Excellent attention to detail and organisational skills
• Proactive, client-focused, and able to work both independently and as part of a team

Why Join:

• Flexible start times to suit your lifestyle
• Hybrid working - balance office collaboration with home working
• Competitive salary with room for negotiation
• Work with a prestigious, well-established wealth management firm

Apply Today to join a team that values expertise, flexibility, and professional growth.