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Permanent

Paraplanner

Regional Recruitment
City
money-bag £38000 Annual
Posted: 15 July 2026 (2 days ago)
Closing date: 14 August 2026
Ref: 3139394803

Paraplanner - Wanted - Immediate Start!Manchester Based Salary: £38,000 - £45,000Permanent, Full-TimeAre you an experienced Paraplanner?Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team.What''s on Offer: Competitive salary, dependent on experienceCompany pensionOngoing training and professional development supportPotential for hybrid workingSupportive and collaborative team environmentClear opportunities for career progression QualificationsEssential: Previous experience working as a Paraplanner or in a technical financial planning roleStrong understanding of pensions, investments and protection productsExperience producing suitability reportsGood knowledge of FCA rules and financial planning processesStrong communication and organisational skillsHigh attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles and Responsibilities Produce suitability reports in line with FCA and regulatory requirementsCarry out research across pensions, investments and protection productsSupport advisers with meeting prep and follow-up workReview client information to help shape suitable financial recommendationsContact providers to obtain policy details and valuationsKeep client records accurate and up to dateAssist with ..... full job details .....

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