Recruit UK is working with a rapidly growing, national Wealth Manager who are looking for a Paraplanner to join them in Wigan, to support a team of Financial Planners. This is a hands-on, technical paraplanning role where you will work on a wide range of client cases, gaining valuable exposure to many different areas of financial advice.

This is a great opportunity for an ambitious Paraplanner looking to build a long-term career in financial planning. They invest heavily in their team, funding professional exams and offer numerous routes to progress internally, whether into Financial Adviser or Senior Operations.

Responsibilities

• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
• Provide guidance to advisers on aspects of specific cases to support advice
• Conduct thorough research to support financial planning

What’s in it for you:

• Salary up £45,000
• Hybrid working
• Clear progression route to Financial Adviser
• Funded exams and additional revision support
• Discretionary bonus
• Holiday: 25 days, plus Bank Holidays and Christmas closures
• DIS, Pension, Sick Pay

Skills and experience required:

• Level 4 Diploma in Financial Planning
• Minimum 1 year of Paraplanning experience