Paraplanner

Paraplanner / Trainee Paraplanner 📍 South Manchester 💰 £40,000+ DOE 🏡 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 either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They’re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you’re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly