Paraplanner

JR United Kingdom; Bolton; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

Join a leading wealth management firm as a Paraplanner in Manchester. This role involves crafting tailored financial advice and conducting in-depth research while collaborating with Financial Planners. Enjoy hybrid working, a competitive salary, and excellent benefits, all while contributing to dynamic financial planning projects.

Benefits

Private Medical Insurance & Income Protection

Generous Holiday Entitlement + Option to Buy Extra Days

Fully Funded Professional Qualifications & Study Support

Company Pension

Life Assurance

Employee Assistance Programme

Gym Discounts

Dental & Travel Insurance

Health Cash Plan

Qualifications

• Solid paraplanning experience within wealth management or financial planning.
• Strong technical knowledge and experience delivering written advice.
• Proactive approach to professional development—ideally working towards Chartered status.

Responsibilities

• Collaborate closely with Financial Planners to deliver high-quality, compliant advice.
• Prepare clear and accurate suitability reports and perform technical research.
• Support in client meetings, including delivering cashflow modelling.

Skills

Technical Knowledge

Communication

Stakeholder Management

Education

Diploma Qualification

Job description

Social network you want to login/join with:

bolton, greater manchester, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Manchester-based team.

The Role

This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.

Key Responsibilities:

• Collaborate closely with Financial Planners to deliver high-quality, compliant advice
• Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
• Support in client meetings, including delivering cashflow modelling and technical responses
• Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
• Manage your workload effectively and proactively support business targets
• Contribute to local and national financial planning projects

About You:

• Solid paraplanning experience within wealth management or financial planning
• Strong technical knowledge and experience delivering written advice
• Excellent communication and stakeholder management skills
• A proactive approach to professional development—ideally working towards Chartered status

Why Join?

• Hybrid Working: Minimum 2 days in the office post-training; flexibility to work from home
• Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy
• Generous Package: Competitive salary (circa £40K-£50K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits

Benefits Highlights Include:

• Private Medical Insurance & Income Protection
• Generous Holiday Entitlement + Option to Buy Extra Days
• Fully Funded Professional Qualifications & Study Support
• Company Pension, Life Assurance, and Employee Assistance Programme
• Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more

This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.