Paraplanner in Manchester Area

Job description

One of the UKs largest Wealth Management firms are seeking a Diploma Qualified Paraplanner to join their team in Manchester City Centre.

The Paraplanner will be tasked with providing support for Financial Advisers, Financial Planners and liaising with the administration teams where day to day duties will include;

• Analysing client’s aims and needs to construct solutions for advisors to communicate to clients.
• Produce robust financial plans and analytical information
• Assist with the preparation of client review and new client meetings.
• Provide guidance to more junior team members and support senior team members as required.
• Support colleagues with client interaction and by developing an awareness of client management and advice processes.

To apply for this role you must have previous Paraplanning experience with a broad understanding of core Financial Planning solutions and have attained CII Level 4 Diploma in Regulated Financial Planning.

This is a fantastic opportunity with a structured career map and long term career prospects; If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Extra information

Status

Open

Education Level

Secondary School

Location

Manchester Area

Type of Contract

Part-time jobs

Published at

06-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English