Paraplanner – Wealth Management (Hybrid)
Location: Manchester UK – Hybrid (2–3 days in office / 2–3 days WFH)
Salary: £40,000–£50,000 (Negotiable)
Start Time: Flexible between 8:00–10:00am to avoid peak traffic


We are partnered with a well-known and highly respected wealth management firm, seeking an experienced Paraplanner to join their dynamic team. This is a hybrid role offering a flexible working pattern and an opportunity to contribute to a high-performing, client-focused environment.


What You’ll Do:
*Prepare and review financial plans, reports, and recommendations for clients
*Support financial advisers with research, calculations, and paraplanning tasks
*Ensure compliance with regulatory and company standards
*Liaise with clients and other professionals as required
*Contribute to continuous process improvements within the team
What We’re Looking For:
*Minimum level 4 Diploma in Financial Planning (DipFA / equivalent)
*At least 3 years’ paraplanning experience in a regulated environment
*Strong technical knowledge of investment, mortgages, pension, and retirement planning
*Excellent attention to detail and organisational skills
*Proactive, client-focused, and able to work both independently and as part of a team
Why Join:
*Flexible start times to suit your lifestyle
*Hybrid working – balance office collaboration with home working
*Competitive salary with room for negotiation
*Work with a prestigious, well-established wealth management firm


Apply Today to join a team that values expertise, flexibility, and professional growth.