Paraplanner
Greater Manchester (Office-Based)
£30,000 – £45,000 per annum + Benefits
Full-Time | Permanent
Are you an experienced Paraplanner looking to join a dynamic and supportive financial planning firm? We're hiring for a dedicated Paraplanner to join a respected practice in Greater Manchester. This is a fantastic opportunity to work alongside a collaborative team and contribute to delivering high-quality advice to clients.
Key Responsibilities:
* Provide technical research and analysis to support financial planning recommendations.
* Draft high-quality suitability reports across a range of financial planning areas.
* Carry out product comparisons, quotations, and documentation preparation.
* Support advisers with financial modelling and meeting preparation.
* Keep internal systems and client records fully up to date and compliant.
? Ideal Candidate Profile:
* Experience working in a paraplanning or technical support role within a financial services firm.
* Actively working towards, or already holding, a Level 4 financial qualification (e.g. DipPFS, DipFA).
* High standard of written communication with excellent attention to detail.
* Comfortable managing multiple priorities in a deadline-driven environment.
* Strong IT skills and confidence using financial planning software/tools.
Interested in this o...