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Permanent

Paraplanner

Manchester
money-bag 40000.00-40000.00 Annual
Posted Yesterday

ParaplannerManchester - Hybrid Working Salary: Up to £47,000Part time/ Full time / Flexible/ reduced/ condensed hours - all options consideredWe are working with a leading UK wealth management firm to recruit an experienced Paraplanner to join their growing team. This is a fantastic opportunity to join a highly regarded organisation known for its outstanding employee benefits, genuine flexibility, and people-first culture.The Role:As a Paraplanner, you will play a key role in supporting Financial Planners by delivering high-quality technical and report-writing support. You will be responsible for ensuring advice is compliant, well-researched, and tailored to client needs.Key responsibilities include:Preparing detailed suitability reports and recommendationsConducting technical research across pensions, investments, and protectionAnalysing client portfolios and making recommendationsSupporting Financial Planners in client meetings where requiredEnsuring all work meets regulatory and compliance standardsAbout YouDiploma qualified (Level 4 minimum - essential)Previous experience in a Paraplanner role within financial planning/wealth managementStrong technical knowledge across pensions, investments, and tax planningExcellent report writing and analytical skillsHighly organised with strong attention to detailWhat''s on OfferThis organisation is recognised for offering a market-leading benefits package and true flexibility, designed to support both your career and personal ..... full job details .....

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