Paraplanner

Service Care Solutions; Manchester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A financial advisory firm in Manchester is seeking a Paraplanner to support their advisory function with research, analysis, and report writing. Ideal candidates will have 2-3 years of paraplanning experience and strong knowledge of pensions and investments. This full-time role offers a competitive salary up to £45,000 and the potential for career progression within a supportive team environment.

Benefits

£250 referral bonus

Career growth opportunities

Qualifications

• Minimum 2-3 years' paraplanning experience in a financial advisory firm.
• Strong knowledge of pensions advice and investment products.
• Excellent analytical and organisational skills.

Responsibilities

• Conduct detailed research on pensions and investments.
• Prepare high-quality suitability reports.
• Collaborate with advisers and colleagues to improve outcomes.

Skills

Paraplanning experience

Knowledge of pensions advice

Analytical skills

Report writing skills

Attention to detail

Financial planning software

Education

Diploma in Financial Planning (Level 4)

Tools

Microsoft Office

Intelligent Office

Dynamic Planner

Genovo

Selectapension

FE Analytics

Job description

Paraplanner

Location: Manchester
Contract: Permanent, Full-Time
Salary: up to £45,000 per annum (dependent on experience)
Start Date: Flexible
Working Arrangements: On-site
Contact: (url removed)

Job Description

Service Care Solutions are recruiting on behalf of a rapidly-growing Financial Advisory firm in Manchester for a Paraplanner to join the team on a permanent basis. This is an excellent opportunity to be part of a well-established, forward-thinking financial advisory firm recognised for its commitment to delivering exceptional client outcomes and high-quality financial planning.

You’ll play a key role in supporting the advisory function through detailed research, analysis, and suitability report writing — ensuring the highest standards of compliance, accuracy, and client service. With the potential for career growth and progression, this position offers a fantastic opportunity to develop within a supportive and ambitious team environment.

Key Responsibilities

• Conduct detailed research relating to pensions and investments and prepare high-quality suitability reports.
• Collaborate with advisers, administrators, and colleagues to deliver excellent client outcomes.
• Contribute to process improvements to enhance team efficiency and service delivery.
• Maintain up-to-date technical knowledge and undertake CPD for continuous improvement.
• Ensure all work meets compliance and regulatory standards.

Candidate Criteria

• Minimum 2-3 years' paraplanning experience, ideally within a financial advisory firm.
• Strong knowledge of pensions advice, switching, and investment products.
• Excellent analytical, organisational, and report writing skills.
• High attention to detail with the ability to work accurately under pressure.
• Confident user of financial planning software and Microsoft Office. Experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, or FE Analytics is desirable.
• Diploma in Financial Planning (Level 4) or actively working towards completion.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.