Paraplanner / Trainee Paraplanner
South Manchester
£40,000+ 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
* 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 £40,000+ 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.
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