Paraplanner

An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning team based in Central Manchester. This role is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (minimum) and has at least five years' paraplanning experience. Working closely with Financial Advisers, you'll provide high-quality technical support by preparing suitability reports, conducting research, analysing client information and helping deliver tailored financial planning solutions. If you're looking to join a collaborative and supportive business where your technical expertise is valued and your career can continue to develop, we'd love to hear from you. Key Responsibilities • Prepare high-quality suitability reports and supporting documentation. • Conduct technical research across pensions, investments and protection products. • Analyse client financial information to support financial planning recommendations. • Prepare client review packs and presentation documents. • Liaise with providers and third parties to obtain policy information. • Process new business and support ongoing client servicing. • Maintain accurate client records and update CRM systems. • Schedule meetings and manage client correspondence. • Ensure all work is completed in line with FCA regulations and internal compliance procedures. • Work closely with Financial Advisers to deliver an outstanding client experience. • Contribute to improving internal processes and efficiencies. About YouTo be successful in this role, you will have: • Level 4 Diploma in Financial Planning (or equivalent) – essential • A minimum of five years' experience as a Paraplanner • Strong technical knowledge of financial planning • Excellent report writing and analytical skills • Experience within a financial planning or wealth management environment • Excellent organisational and time management skills • Strong communication skills, both written and verbal • Proficiency in Microsoft Word, Excel and Outlook • A high level of accuracy and attention to detail Salary & Benefits • £40,000 - £50,000 per annum • Company pension • Gym membership • Health and wellbeing programme • Financial planning services • Company events • Ongoing professional development and career progression Application Questions • Do you hold the Level 4 Diploma in Financial Planning (or equivalent)? • Do you have at least five years' experience working as a Paraplanner? Apply TodayIf you're an experienced Paraplanner looking for your next opportunity in Manchester, we'd love to hear from you. Apply now or get in touch for a confidential discussion.