Paraplanner

Paraplanner – Hybrid Role, Central Manchester

We are working with a well-established financial planning practice seeking a Paraplanner to join their team. This is a hybrid working role with flexibility on salary, ideal for someone with strong technical knowledge and experience in wealth management.

Key Responsibilities:

• Analyse client requirements, develop cash flow models, and maintain accurate client records

• Research and recommend financial products aligned with client objectives

• Prepare suitability reports and letters, and support client review meetings

• Liaise with third parties and internal departments to resolve technical queries

• Work as part of a collaborative team while managing individual responsibilities

Person Specification:

• Minimum Level 4 Diploma PFS (or working towards), FPC or Chartered preferred

• Previous paraplanning experience in an IFA or wealth management environment

• Knowledge of pensions, investments, and IHT administration

• Familiar with major research systems (Analytics, Voyant, Opal)

• Strong communication, organisation, attention to detail, and client service skills

Benefits:

• Hybrid working

• Competitive salary (flexible depending on experience)

• 25 days holiday plus bank holidays

• Pension, DIS, and optional health/dental cover

This role is perfect for a candidate looking to grow their paraplanning career within a supportive, technically strong team.