Paraplanner / Trainee Paraplanner
đź“Ť South Manchester
đź’° ÂŁ40,000+ DOE
🏡 Mainly office-based | Up to 2 days WFH considered
I’m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career.
This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment.
The Opportunity
Join a collaborative financial planning firm with a modern culture
Work closely with Advisers as part of a pod-style structure
Gain exposure to a broad range of pensions, investments, and financial planning cases
Develop your technical knowledge and paraplanning capability within an experienced team
Clear long-term progression and development opportunities available The Role Responsibilities will include:
Preparing suitability reports and client recommendations
Conducting research across pensions, investments, protection, and tax planning
Supporting adviser meetings and producing follow-up documentation
Assisting with financial planning cases from initial research through to implementation
Working closely with Advisers and the wider support team to deliver excellent client outcomes What They’re Looking For
Experience within an IFA / Wealth Management environment
Existing paraplanning experience OR strong IFA administration / technical support experience
Some RO exams completed or currently studying towards qualifications
Strong communication and organisational skills
Ambitious mindset with a willingness to learn and develop Salary & Benefits
Salary of ÂŁ40,000+ DOE
Annual salary review each summer
Annual bonus linked to company profits
Private medical insurance
Company pension scheme
Hybrid working available (up to 2 days WFH) If you’re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly