A well-established, independent Chartered Financial Planning firm in Manchester City Centre is looking for an experienced Paraplanner to join its growing team. This is a genuine career opportunity with a firm that invests in its people — not just a seat to fill.
About the firm:
This is a Chartered status practice that has been independently advising clients across the North West for over 40 years. The business is owned by its advisers — not a network, not a consolidator — and has grown steadily through client referrals and selective acquisitions. Based in a modern city centre office, the firm has a well-resourced support team already in place and a strong culture of long-term client relationships. This hire reflects genuine growth, not backfill.
The role:
You’ll work alongside an experienced advisory team to provide the technical research and written advice that underpins every client recommendation. This is a hands-on paraplanning role with real variety and responsibility.
*Writing detailed suitability reports and advice letters across pensions, investments and protection
*Conducting technical research and analysis to support adviser recommendations
*Cashflow modelling and tax-efficient planning analysis
*Fund and platform research using Adviser Asset, FE Analytics and in-house tools
*Analysing existing client arrangements against objectives and making recommendations
*Maintaining and improving reporting processes to ensure ongoing compliance
What you’ll need:
*Proven paraplanning experience within an IFA practice
*Level 4 Diploma in Regulated Financial Planning (or close to completion)
*Strong technical knowledge across pensions, investments and protection
*Confident writing and research skills — report writing and research are the core of this role
*Familiarity with investment and provider products and platforms
Intelligent Office (IO) experience is a bonus but not essential.
The package:
*Salary up to £45,000 depending on experience
*Hybrid, 2 days per week working from home
*7% employer pension contribution
*4x salary death in service
*Group critical illness cover
*25 days’ holiday plus bank holidays
*Office shuts over Christmas at no cost to your annual leave
*Exam support and bonuses for passing exams
Next steps:
Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn’t quite right but you’re considering your next move, I’m always happy to have an off-the-record chat about the market.
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