Paraplanner in Manchester

Job description

Paraplanner

International Wealth & Investment Management Firm

Location: Manchester City Centre (Hybrid Working Available)

Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits

An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position in Manchester. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.

The company work exclusively with HNW and UHNW clients, so they are working at the highest levels. Because of this, Paraplanners will gain experience with varied and interesting cases, with lots of different clients, including; VCT/ EIS/ Offshore Bonds/ IHT/ FIC etc

Role Overview:

The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business.

Responsibilities will include:

• Providing technical and administrative support to Financial Planners and Advisers
• Preparing comprehensive financial plans, reports, and recommendations
• Conducting research and analysis to develop tailored financial solutions
• Ensuring compliance with FCA regulations and internal policies
• Assisting in the preparation and delivery of client meetings and reviews
• Liaising with internal teams to maintain high service standards

Candidate Requirements:

The ideal candidate will possess:

• CII Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum.
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• A high level of accuracy, attention to detail, and the ability to meet deadlines
• The ability to work both independently and collaboratively within a team
• Previous experience in a Paraplanning role within wealth management

Benefits & Remuneration:

• Salary: Up to £50,000 (dependent on experience, potentially negotiable)
• Hybrid working model – flexibility to work remotely 2 days per week
• Comprehensive benefits package, including:
• Private medical insurance
• Group income protection
• Generous pension contributions
• Employee assistance programme
• Health assessments
• Season ticket loan, cycle-to-work scheme, and more
• Annual Discretionary Bonus

This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.

Extra information

Status

Open

Education Level

Secondary School

Location

Manchester

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