Hybrid Paraplanner: Complex Financial Planning Specialist

Catering; Manchester; Hybrid; GBP 45,000 - 48,000; Full time

Benefits offered by this job

Profit Sharing Scheme

Pension (auto-enrolment)

Private Medical Insurance (after 12 mo

Life Assurance

Birthday holiday

Company social events

Job summary

Catering in Manchester is seeking a highly experienced Paraplanner to deliver complex financial planning support to clients and advisers. The role is on a hybrid basis, three days in the Manchester office and two from home each week, with a salary of £45,000–£48,000 plus bonus and regular pay reviews.

Key responsibilities include triage for plan information, client objective discussions with advisers, cashflow modelling, and preparing suitability reports in line with FCA regulations.

Qualifications

• Minimum of 3 years experience at a Paraplanner level.
• Diploma 4 qualified in Regulated Financial Planning.
• Excellent analytical and report-writing skills.

Responsibilities

• Conduct triage to identify information required to compile each financial plan recommendation.
• Identify areas for planning and discuss client objectives with the adviser.
• Analyse client fact-finds to identify needs, priorities and potential solutions.
• Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
• Liaise with the Administration teams to ensure recommendations are implemented.
• Provide technical expertise across pensions, investments, protection, and financial planning.
• Maintain accurate and up-to-date client records.
• Work closely with Financial Advisers to develop appropriate strategies for clients.

Skills

Paraplanner experience

Analytical skills

Report writing

Education

Diploma 4 in Regulated Financial Planning

Job description

Catering in Manchester is seeking a highly experienced Paraplanner to deliver complex financial planning support to clients and advisers. The role is on a hybrid basis, three days in the Manchester office and two from home each week, with a salary of £45,000–£48,000 plus bonus and regular pay reviews.

Key responsibilities include triage for plan information, client objective discussions with advisers, cashflow modelling, and preparing suitability reports in line with FCA regulations.