Paraplanner Role
• Job Type: Full-time, Permanent
• Salary: £40,000 - £45,000 (negotiable based on qualifications and experience)
• Location: Manchester City Centre
About the Company
Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments.
Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence.
The Opportunity
We're looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK's leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you!
Key Responsibilities:
• Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers.
• Preparing detailed, compliant suitability reports to support financial planning recommendations.
• Collaborating with advisers and administrators to ...