Paraplanner

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.