Paraplanner

Location: Wigan, Hybrid

Salary: Up to £45,000 plus benefits

We are currently recruiting for an experienced Paraplanner to join a growing national wealth management business based in Wigan.

This is an excellent opportunity to join a well-established firm that offers the resources and career opportunities of a larger organisation while maintaining a supportive and flexible working environment.

The successful candidate will work closely with Financial Planners, providing high-quality technical support across a broad range of financial planning cases. The company is particularly interested in people who want to continue developing, whether that means progressing into a more senior technical position or potentially moving towards Financial Advice in the future.

Key responsibilities will include:

• Conducting detailed research and analysis

• Preparing suitability reports and financial planning recommendations

• Supporting Financial Planners with technically complex cases

• Reviewing clients’ existing arrangements and identifying suitable solutions

• Ensuring all advice and documentation meet regulatory and internal standards

• Working closely with Financial Planners, Administrators and other members of the wider support team

• Maintaining accurate client records and helping to deliver a consistently high standard of service

About you:

• Previous experience working in a Paraplanning role

• A minimum of approximately one year’s relevant Paraplanning experience

• Level 4 Diploma qualified

• Strong technical knowledge across pensions, investments and protection

• Good research, analytical and report-writing skills

• A careful and organised approach with excellent attention to detail

• Comfortable working collaboratively with Financial Planners and support colleagues

The package includes:

• Salary of up to £45,000, depending on experience

• Hybrid working

• Comprehensive company benefits

• Generous support towards further professional qualifications

• Up to eight dedicated study days

• Employee share scheme contribution

• Opportunities to progress into a Senior Paraplanner position

• A potential pathway into Financial Advice for those who wish to pursue it

The company has a strong record of supporting internal development and is open to helping Paraplanners build their careers in the direction that best suits their strengths and ambitions.

For further information or a confidential discussion, please apply or contact David at MBF Recruitment.