Hybrid Paraplanner – Flexible, Tech-Savvy Financial Planning

Heat Recruitment; Greater Manchester; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A financial services firm in Greater Manchester seeks an experienced Paraplanner to support advisers and clients in financial planning. The role involves analyzing investments, ensuring compliance, and assisting with portfolio management. Candidates should possess broad financial services experience, strong organizational and communication skills, and proficiency in relevant software. The firm offers flexible working hours, generous benefits, and a supportive team environment. This is an excellent opportunity for proactive and detail-oriented individuals to thrive and grow their expertise.

Benefits

5% employer pension contribution

4x salary life assurance

Group income protection

Health cash plan

Generous holiday allowance

Qualifications

• Experience supporting advisers with product research and suitability reports.
• Attention to detail and ability to work under pressure.
• Part-qualified candidates will be considered.

Responsibilities

• Provide analysis, monitoring, and reporting on pensions and investment portfolios.
• Ensure compliance with FCA regulations and internal standards.
• Assist with portfolio reviews, client meeting preparation.

Skills

Broad financial services/paraplanning experience

Strong organisational skills

Excellent communication skills

Proficiency in Word, Excel, and industry software

Education

Level 4 Diploma

Tools

Intelligent Office/Xplan

Job description

A financial services firm in Greater Manchester seeks an experienced Paraplanner to support advisers and clients in financial planning. The role involves analyzing investments, ensuring compliance, and assisting with portfolio management. Candidates should possess broad financial services experience, strong organizational and communication skills, and proficiency in relevant software. The firm offers flexible working hours, generous benefits, and a supportive team environment. This is an excellent opportunity for proactive and detail-oriented individuals to thrive and grow their expertise.