Join to apply for the Paraplanner role at Robert Walters
1 day ago Be among the first 25 applicants
Join to apply for the Paraplanner role at Robert Walters
Get AI-powered advice on this job and more exclusive features.
This range is provided by Robert Walters. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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:
* Modern city centre offices with excellent transport links
* Clear career progression within a growing firm
* Supportive and inclusive team culture
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
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
Referrals increase your chances of interviewing at Robert Walters by 2x
Sign in to set job alerts for “Paraplanner” roles.
Manchester Area, United Kingdom 4 days ago
Manchester - Investment Banking Associate
Manchester, England, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 1 day ago
Manchester Area, United Kingdom 3 weeks ago
Manchester, England, United Kingdom 5 days ago
Manchester Area, United Kingdom 1 week ago
Manchester Area, United Kingdom 6 days ago
Manchester Area, United Kingdom 6 days ago
Manchester Area, United Kingdom 5 days ago
Westhoughton, England, United Kingdom 19 hours ago
Manchester Area, United Kingdom 6 days ago
AML and Conflicts Analyst (12 Month FTC)
Manchester Area, United Kingdom 1 week ago
Salford, England, United Kingdom 6 days ago
Warrington, England, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 3 months ago
Manchester, England, United Kingdom 1 month ago
Manchester Area, United Kingdom 1 week ago
Manchester, England, United Kingdom 2 days ago
Trainee Financial Advisor - Mauritius Based
Manchester Area, United Kingdom 5 days ago
Manchester Area, United Kingdom 1 week ago
Manchester, England, United Kingdom 1 month ago
Manchester, England, United Kingdom 1 week ago
Salford, England, United Kingdom 6 days ago
Operations Associate, Core Operations - Manchester
Manchester, England, United Kingdom 4 days ago
Greater Manchester, England, United Kingdom 5 days ago
Sandbach, England, United Kingdom 1 week ago
Stockport, England, United Kingdom 1 week ago
Manchester, England, United Kingdom 1 month ago
Stockport, England, United Kingdom 6 days ago
Manchester Area, United Kingdom 1 week ago
Altrincham, England, United Kingdom 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr