Paraplanner

CAP Resourcing LTD; Manchester; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Full exam support

Supportive team environment

Job summary

A financial recruitment agency seeks an experienced Paraplanner in Manchester. The role involves preparing high-quality advice and supporting client meetings within a collaborative team. Candidates with 2-3 years of experience and Level 4 qualification are preferred, but motivated individuals willing to learn are also welcome. The position offers hybrid working and supportive career development opportunities.

Qualifications

• Minimum 2-3 years paraplanning experience required.
• Strong technical knowledge of UK tax, pensions, and estate planning is essential.
• Excellent organisational skills and attention to detail are necessary.

Responsibilities

• Prepare and write high-quality advice for clients.
• Support client meetings and help clients achieve financial goals.
• Work collaboratively with financial planning directors.

Skills

Paraplanning experience

UK tax knowledge

Pensions knowledge

Estate planning knowledge

Organisational skills

Attention to detail

Education

Level 4 qualification

Job description

Paraplanner

Manchester - Hybrid

Full time

Salary up to £50k (depending on experience) + benefits

We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors.

Our client will also consider candidates with less experience as long as they are level 4 qualified and have a willingness and desire to learn.

This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long‑term financial goals.

What we’re looking for:

• At least 2–3 years’ paraplanning experience
• Strong technical knowledge of UK tax, pensions, and estate planning
• Excellent organisational skills and attention to detail

What’s on offer:

• Hybrid working and a supportive, developmental environment.
• Full exam support to continue progressing your career
• The chance to work alongside a collaborative team of financial planners and paraplanners

If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.