Full job descriptionParaplanner | Level 4 Diploma | £45,000 - £50,000 | Hybrid | Manchester

Career Paraplanner
Manchester (Hybrid)
£45,000 - £50,000 + Excellent Benefits
A well-established and highly respected Wealth Management firm in Manchester is seeking an experienced Paraplanner to join its growing technical team.
This is an excellent opportunity for a Level 4 Diploma qualified Paraplanner who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning within a supportive, professional environment.
The RoleWorking closely with Financial Advisers, you will play a key role in delivering high-quality financial planning support by:
*Preparing comprehensive suitability reports.
*Conducting technical research across pensions, investments and protection.
*Analysing client data and assisting with tailored financial planning recommendations.
*Supporting client review meetings and report preparation.
*Ensuring FCA compliance and maintaining accurate client records.
*Working collaboratively with advisers to deliver exceptional client outcomes.
About YouTo be successful, you’ll have:
*Level 4 Diploma in Regulated Financial Planning (essential).
*A minimum of 2 years’ paraplanning experience within a financial planning or wealth management environment.
*Experience producing high-quality suitability reports.
*Strong technical knowledge of pensions, investments and financial planning.
*Excellent organisational, communication and report writing skills.
*Proficiency with Microsoft Office and financial planning systems.
What’s on Offer?*£45,000 - £50,000 salary.
*Hybrid working.
*Company pension.
*Gym membership.
*Health & wellbeing programme.
*Company events.
*A collaborative and supportive team environment.
Please note: This opportunity is ideally suited to a career paraplanner who enjoys the technical aspects of financial planning. The firm is looking for someone committed to paraplanning as a long-term career rather than using the role as a pathway into financial advice.
If you’re an experienced Paraplanner, Technical Paraplanner or Level 4 Diploma qualified Financial Planning professional looking for your next opportunity in Manchester, we’d love to hear from you.