Paraplanner

Paraplanner – Manchester – up to £50,000

We are looking for an experienced Paraplanner to join a growing team, supporting advisers and clients across both private and corporate financial planning. This is a fantastic opportunity for someone with strong technical knowledge and organisational skills who wants to work in a supportive environment with flexible working arrangements.

What you’ll do

• Provide analysis, monitoring, and reporting on pensions and investment portfolios

• Support advisers with product research, solution design, and suitability reports (no advice-giving required)

• Ensure compliance with FCA regulations and internal standards

• Assist with portfolio reviews, client meeting preparation, and paperwork collation

• Contribute to project work and provide technical guidance to the Client Relations Team

• Stay commercially aware through ongoing technical learning and development

What we’re looking for

• Broad financial services/paraplanning experience, ideally with personal financial planning knowledge

• Strong organisational skills, attention to detail, and ability to work under pressure

• Excellent communication skills, both written and verbal

• Proficiency in Word, Excel, and industry software (Intelligent Office/Xplan advantageous)

• Level 4 Diploma desirable, but part-qualified candidates will be considered

Why join us

• Flexible working: 34.5 hours per week with flexi-time and hybrid options

• Competitive benefits package including:

• 5% employer pension contribution

• 4x salary life assurance

• Group income protection (50% of reference salary)

• Health cash plan (core level)