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Paraplanner
Job Posted: 4 hours ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Heaton Moor
Expire in: a month
Job Description
Paraplanner Location: Heaton Mersey / Home (Hybrid)
Salary: £35,000 - £45,000 + Bonus
Working Hours: 34.5 hours per week
The Company Our client is a well-established financial services firm supporting both private and corporate clients with high-quality financial planning and portfolio management. They pride themselves on delivering accurate, compliant, and client-centred advice through a collaborative team of advisers, paraplanners, and operational specialists. With a strong commitment to professional development and technical excellence, they provide a supportive environment where individuals can grow their skills and make a meaningful contribution.
The Role As a Paraplanner, you will play a key role in supporting the advisory team in delivering well-researched, compliant, and technically robust financial planning solutions. This position involves detailed analysis of pensions and investments, preparing suitability reports, researching products, and contributing to the overall efficiency and quality of advice delivered to clients. You will also assist in technical queries, support project work, and contribute to compliance standards across the business.
This is a great opportunity for an experienced Paraplanner or someone progressing towards Level 4 Diploma status to take on a varied and technically engaging role within a friendly and collaborative team.
Key Responsibilities
Provide full paraplanning support to advisers across both private and corporate client cases
Review and validate information gathered by advisers, ensuring accuracy and FCA compliance
Conduct detailed research into products, funds, and solutions aligned with client needs and risk profiles
Produce high-quality suitability reports, letters, and supporting documentation
Analyse existing client portfolios using internal modelling tools
Assist advisers with preparing and completing paperwork for client meetings
Undertake project work as assigned by the Paraplanning Manager or senior leadership
Maintain strong commercial awareness through ongoing technical learning and industry engagement
Provide technical guidance to the Client Relations (administration) team and support compliance activity where required
Offer occasional telephone cover to the Client Relations Team depending on business needs
Experience and Qualifications Experience:
Background in paraplanning within financial services
Strong knowledge of personal financial planning, pensions, and investments
Understanding of office processes and administrative procedures
Experience using industry software (desirable)
Qualifications:
Level 4 Diploma (desirable); part-qualified candidates encouraged to apply
Strong IT skills including Microsoft Word and Excel
Personal Attributes:
Excellent written and verbal communication
Strong attention to detail, accuracy, and quality
Confident in questioning information to ensure clarity and compliance
Highly organised with the ability to prioritise and work under pressure
Self-motivated, proactive, and committed to professional development
Friendly, client-focused, and a positive team player
Remuneration and Benefits
Competitive salary and benefits package
Ongoing professional development and support towards qualifications
Hybrid working model combining office and home working
Collaborative, inclusive, and supportive team culture
Why This Role? This is an excellent opportunity for a Paraplanner who enjoys variety, autonomy, and technical challenge. You’ll join a knowledgeable and welcoming team where your expertise is valued, and your development is actively encouraged. If you’re looking to grow your career in a respected financial planning environment, this role offers the perfect platform.
Job Reference 2289Before You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Heaton Moor! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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