Trainee Paraplanner - Financial Planning

Location: Central Manchester

Salary: Up to £35,000 DOE + Benefits

Full-Time | Permanent | Monday-Friday

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 Trainee 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 Trainee 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

Looking For

" Minimum 1-3 years' 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 £35,000

" 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 industry professional who has obtained at least two of the CII R0 exams looking for a long-term role in a modern, award-winning financial planning firm in Central Manchester, this could be the ideal next step.

PLEASE NOTE THAT DUE TO THE HIGH VOLUME OF APPLICATIONS THAT IF YOU DO NOT HAVE THE RELEVANT EXPERIENCE OUTLINE DIN THE ADVERT, AND YOU DON’T HEAR FROM US WITHIN 24 HOURS OF YOUR APPLICATION THE YOU CAN ASSUME YOU HAVE BEEN UNSUCCESSFUL

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