Manchester
Paraplanner – up to £45,000 – Ramsbottom
We’re looking for a qualified and driven Paraplanner to support our advisers by producing high-quality financial planning research and client reports. You’ll play a key role in our client service delivery, with a focus on pensions, investments, taxation, and retirement planning.
Key Responsibilities
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Conduct research and gap analysis on clients’ financial arrangements
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Prepare compliant, tailored reports and recommendations
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Collaborate closely with advisers and compliance
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Analyse portfolios, prepare valuations, and assist with client meetings
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Maintain accurate client records and back-office systems
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Ensure adherence to FCA regulations and Rosebridge advice processes
Requirements
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Working towards or hold CII Diploma (Chartered status expected in time)
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Strong knowledge of pensions, investments, and taxation
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Excellent written and verbal communication skills
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High attention to detail and a client-first mindset