Paraplanner
Bury, Greater Manchester Salary: £40,000 – £45,000
A respected Independent Financial Planning firm is looking to recruit an experienced Paraplanner to join its growing team in Bury.
This is a fantastic opportunity for a career-focused individual who enjoys delivering high-quality financial planning support.
The Role
Working closely with Financial Advisers, you will provide technical research and produce compliant suitability reports across pensions, investments, retirement planning, and taxation.
Key Responsibilities
* Analyse clients’ existing financial arrangements
* Conduct research and prepare tailored recommendations
* Produce high-quality suitability reports and client documentation
* Prepare valuations, quotations, and meeting packs
* Liaise with advisers, providers, and compliance teams
* Maintain accurate client records and workflow updates
* Ensure work is completed within agreed timescales and FCA guidelines
Requirements
* Previous Paraplanner experience within Financial Services
* Strong technical knowledge of pensions, investments, and taxation
* Experience writing suitability reports
* Good understanding of FCA compliance requirements
* Excellent communication and organisational skills
* Working towards or holding the CII Diploma qualification
What’s on Offer
* Salary up to £45,000
* Study support and funded qualifications
* Career progression opportunities
* Supportive and collaborative working environment
* Ongoing training and development
For more information or to apply, please submit your CV for consideration.
INDP
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