Paraplanner - £40,000 to £50,000 per annum
Location: Manchester City Centre (Office based)
Sector: Financial Advice
Are you an experienced Paraplanner looking to take the next step in your career? Join a fast-growing and forward-thinking financial advisory firm based in the heart of Manchester city centre.
About Us:
They are a dynamic and rapidly expanding financial advisory business, committed to delivering bespoke wealth management and financial planning solutions. The culture is collaborative, client-focused, and driven by integrity and innovation.
The Role:
As a key part of the advisory team, you'll work closely with financial advisers to deliver high-quality, compliant financial reports and planning support. This is an exciting opportunity to be part of a company where your expertise will be valued, your development supported, and your career growth encouraged.
Key Responsibilities:
Prepare detailed and accurate suitability reports
Conduct technical research and analysis on financial products
Support advisers with client meetings and follow-up documentation
Assist in the development of financial strategies for clients
Ensure compliance with industry regulations and internal standards
About You:
Level 4 Diploma qualified (or working towards it)
Proven experience as a paraplanner in a financial advisory setting
Strong knowledge of pensions, retirement planning and investments
Excellent written and verbal communication skills
Detail-oriented with strong analytical thinking
What We Offer:
Competitive salary: £40,000 - £50,000 per annum
Modern city centre offices with excellent transport links
Clear career progression within a growing firm
Supportive and inclusive team culture
Ongoing professional development
Ready to grow with us?
Apply now and become part of a business that's shaping the future of financial advice.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
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