Paraplanner

Paraplanner

Hybrid

Manchester

Progression potential

Up to £40,000

Are you a Paraplanner with 1+ years’ experience looking to take the next step in your career? Do you have experience in paraplanning, ideally with exposure to a structured and client-focused environment? If so, this opportunity could be a great fit for you! Level 4 Diploma or working towards it is desirable, SJP experience desirable but not required. Hybrid working. Salary up to £40k.

The Business

This well-established financial advisory practice has been supporting clients for over a decade, providing tailored financial solutions and expert guidance. With a growing team of advisers and support staff, the firm is committed to helping individuals and families achieve their long-term financial goals.

The business takes pride in offering a personalised, client-focused approach to wealth management, ensuring that every client receives the best possible advice and support to secure their financial future.

They are currently going through a sustained period of growth, adding at least 1 advisor every year.

The Role

As a Paraplanner, you will play a crucial role in supporting financial advisers by preparing suitability reports, conducting research, ensuring compliance with industry regulations, liaising with clients, providers, and advisers to ensure smooth service delivery, maintaining up-to-date client records.

The Benefits

• Salary up to £40,000
• Hybrid working
• Progression potential
• Private Medical Insurance.
• Death in Service.
• Pension Scheme.
• 25 Days Holiday + Bank Holidays.
• Exam Support for Level 4 Diploma

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.