Paraplanner

Manchester

Competitive Salary

We are recruiting on behalf of a client seeking a technically strong and detail-oriented Paraplanner to join their growing Manchester team. This is an excellent opportunity to work closely with Financial Planners and play a key role in delivering high-quality advice to clients.

This role is ideal for someone who enjoys research, report writing, and working in a structured, process-driven environment!

What you’ll be doing:

• Prepare suitability reports and recommendations for clients
• Conduct research on products, providers, and financial planning strategies
• Support Financial Planners in delivering compliant advice
• Analyse client information to develop appropriate solutions
• Maintain accurate records and ensure compliance standards are met
• Liaise with providers and internal teams to progress cases

To succeed in the role you’ll be or have:

• Previous experience as a Paraplanner within financial services
• Strong technical knowledge of pensions, investments and protection
• Excellent report writing and analytical skills
• High attention to detail and accuracy
• Ability to manage multiple cases and deadlines
• Hold relevant qualifications (e.g. Diploma in Financial Planning DipFA / equivalent)

What’s on Offer

• Competitive Salary
• Competitive Benefits Package
• Opportunity to join a growing and professional firm
• Career progression and support with qualifications
• Collaborative and supportive working environment
• Exposure to complex and varied cases

How to Apply

If you are a detail-oriented Paraplanner looking to join a forward-thinking firm, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.