Paraplanner

Location: Manchester

Salary: £40,000 – £50,000 (depending on experience)

A well-established and highly respected Wealth Management / Financial Planning firm in Manchester is looking to recruit an experienced Paraplanner to join their growing team.

This is an excellent opportunity for a technically strong Paraplanner who enjoys supporting Financial Advisers and contributing to the delivery of high-quality financial planning solutions for clients. You will be working in a collaborative and professional environment where your expertise will be valued and where you will gain exposure to complex and interesting client planning cases.

The Role

As a Paraplanner, you will work closely with Financial Advisers to provide technical support and ensure clients receive clear, well-structured and compliant financial planning advice.

Your responsibilities will include:

• Producing clear and compliant suitability reports
• Conducting technical research and financial product comparisons
• Supporting Advisers with technical financial planning solutions
• Preparing cashflow modelling and client review documentation
• Analysing investments, pensions and tax planning strategies
• Liaising with clients, providers and third parties where required

About You

To be successful in this role, you will ideally have:

• Previous Paraplanning experience within an IFA or Wealth Management firm
• Strong understanding of financial planning and regulatory requirements
• Experience producing suitability reports and financial planning documentation
• Level 4 Diploma qualified or working towards it
• Experience using Voyant or similar financial planning software would be advantageous

What’s on Offer

• Salary of £40,000 – £50,000 depending on experience
• Supportive and professional working environment
• Opportunity to further develop your career within financial planning
• Exposure to complex and varied client planning cases

If you are an experienced Paraplanner looking to join a forward-thinking financial planning firm in Manchester, we would be keen to hear from you.