Paraplanner

Paraplanner (Clear Progression into Advising) Location: South Manchester Salary: £40,000+ DOE Working Pattern: Mainly office-based | Up to 2 days WFH considered I’m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit a Paraplanner with ambitions to move into an Adviser role over time. This is a strong opportunity for someone seeking a clear development pathway, working closely with an Adviser as part of a pod-style structure. The Opportunity Join the business as a Paraplanner with a defined progression pathway into advising Work closely with an Adviser who is building their own client pod Gain increased exposure to the advice process and client interactions Develop the skills and experience needed to move into an Adviser role long term The Role Your initial focus will be on paraplanning and technical support, including: Preparing suitability reports, financial plans and client recommendations Conducting research across pensions, investments, protection and tax planning Supporting adviser meetings and follow-up documentation Working closely with the Adviser and wider team to deliver high-quality advice Gradually increasing client exposure as your experience develops Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to a percentage of company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH), though the business is mainly office-based If you’re a Paraplanner based in or around South Manchester who is keen to develop towards an Adviser role within a supportive and structured environment, please apply or get in touch for more details