Paraplanner

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

Paraplanner – Manchester – up to £50,000

We are looking for an experienced Paraplanner to join a growing team, supporting advisers and clients across both private and corporate financial planning. This is a fantastic opportunity for someone with strong technical knowledge and organisational skills who wants to work in a supportive environment with flexible working arrangements.

What you’ll do

• Provide analysis, monitoring, and reporting on pensions and investment portfolios
• Support advisers with product research, solution design, and suitability reports (no advice-giving required)
• Ensure compliance with FCA regulations and internal standards
• Assist with portfolio reviews, client meeting preparation, and paperwork collation
• Contribute to project work and provide technical guidance to the Client Relations Team
• Stay commercially aware through ongoing technical learning and development

What we’re looking for

• Broad financial services/paraplanning experience, ideally with personal financial planning knowledge
• Strong organisational skills, attention to detail, and ability to work under pressure
• Excellent communication skills, both written and verbal
• Proficiency in Word, Excel, and industry software (Intelligent Office/Xplan advantageous)
• Level 4 Diploma desirable, but part-qualified candidates will be considered

Why join us

• Flexible working: 34.5 hours per week with flexi-time and hybrid options
• Competitive benefits package including:
• 5% employer pension contribution
• 4x salary life assurance
• Group income protection (50% of reference salary)
• Health cash plan (core level)
• Generous holiday allowance: 25 days + 8 statutory, rising with service up to 29 days

Supportive, team-focused environment with opportunities for ongoing training and development.

If you’re proactive, detail-oriented, and thrive in a collaborative team, this is an excellent opportunity to bring your expertise to a forward-thinking firm while enjoying flexibility and strong benefits.

Apply now or send your CV to [e-mail]