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Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Manchester-based team.
The Role
This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.
Key Responsibilities:
* Collaborate closely with Financial Planners to deliver high-quality, compliant advice
* Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
* Support in client meetings, including delivering cashflow modelling and technical responses
* Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
* Manage your workload effectively and proactively support business targets
* Contribute to local and national financial planning projects
About You:
* Solid paraplanning experience within wealth management or financial planning
* Strong technical knowledge and experience delivering written advice
* Excellent communication and stakeholder management skills
* A proactive approach to professional development—ideally working towards Chartered status
Why Join?
* Hybrid Working: Minimum 2 days in the office post-training; flexibility to work from home
* Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy
* Generous Package: Competitive salary (circa £40K-£50K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits
Benefits Highlights Include:
* Private Medical Insurance & Income Protection
* Generous Holiday Entitlement + Option to Buy Extra Days
* Fully Funded Professional Qualifications & Study Support
* Company Pension, Life Assurance, and Employee Assistance Programme
* Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more
This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.
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