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Paraplanner

Manchester
Permanent
Robert Walters Careers
Posted: 18 June
Offer description

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:

1. Level 4 D...

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