Paraplanner
Manchester
Competitive Salary


We are recruiting on behalf of a client seeking a technically strong and detail-oriented Paraplanner to join their growing Manchester team. This is an excellent opportunity to work closely with Financial Planners and play a key role in delivering high-quality advice to clients.
This role is ideal for someone who enjoys research, report writing, and working in a structured, process-driven environment!
What you’ll be doing:
*Prepare suitability reports and recommendations for clients
*Conduct research on products, providers, and financial planning strategies
*Support Financial Planners in delivering compliant advice
*Analyse client information to develop appropriate solutions
*Maintain accurate records and ensure compliance standards are met
*Liaise with providers and internal teams to progress cases
To succeed in the role you’ll be or have:
*Previous experience as a Paraplanner within financial services
*Strong technical knowledge of pensions, investments and protection
*Excellent report writing and analytical skills
*High attention to detail and accuracy
*Ability to manage multiple cases and deadlines
*Hold relevant qualifications (e.g. Diploma in Financial Planning DipFA / equivalent)
What’s on Offer
*Competitive Salary
*Competitive Benefits Package
*Opportunity to join a growing and professional firm
*Career progression and support with qualifications
*Collaborative and supportive working environment
*Exposure to complex and varied cases
How to Apply
If you are a detail-oriented Paraplanner looking to join a forward-thinking firm, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.