Paraplanner

mbf; Manchester; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading financial planning organization is seeking a Senior Recruitment Professional in Manchester. This role involves working closely with Financial Planners to provide tailored financial advice and prepare comprehensive reports. The ideal candidate will have solid paraplanning experience and strong technical knowledge, with opportunities for professional development and career progression.

Benefits

Private Medical Insurance

Generous Holiday Entitlement

Fully Funded Professional Qualifications

Company Pension

Gym Discounts

Qualifications

• Solid paraplanning experience within wealth management or financial planning.
• Strong technical knowledge and experience delivering written advice.
• A proactive approach to professional development.

Responsibilities

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

Skills

Technical Knowledge

Communication

Stakeholder Management

Education

Diploma in Financial Planning

Job description

1 week ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Analyst

Referrals increase your chances of interviewing at mbf by 2x

Get notified about new Paraplanner jobs in Manchester, England, United Kingdom.

Manchester, England, United Kingdom 3 weeks ago

Manchester Area, United Kingdom 6 days ago

Manchester Area, United Kingdom 6 days ago

Macclesfield, England, United Kingdom 5 days ago

Manchester Area, United Kingdom 3 weeks ago

Manchester Area, United Kingdom 3 weeks ago

Lymm, England, United Kingdom 14 hours ago

Manchester, England, United Kingdom 1 week ago

Senior Paraplanner - Fixed Term Contract

Manchester Area, United Kingdom 1 week ago

Elland, England, United Kingdom 1 day ago

Manchester, England, United Kingdom 2 weeks ago

Trainee Financial Advisor - Mauritius Based

Manchester Area, United Kingdom 22 hours ago

Manchester, England, United Kingdom 1 week ago

Financial Planner , HNW clients , DipPFS , Investment Management

Manchester Area, United Kingdom 5 days ago

Associate, Administration and Planning - Legal Administration Group

Greater Manchester, England, United Kingdom 2 months ago

Manchester, England, United Kingdom 2 weeks ago

Manchester, England, United Kingdom 1 month ago

Manchester Area, United Kingdom 1 week ago

Manchester, England, United Kingdom 6 days ago

Greater Manchester, England, United Kingdom 3 weeks ago

Greater Manchester, England, United Kingdom 3 weeks ago

Salford, England, United Kingdom 1 day ago

Sale, England, United Kingdom 22 hours ago

Management PA - open to all UK offices except London

Manchester, England, United Kingdom 1 month ago

Administrative Officer - Property Chamber - Manchester (Ref: 5879)

Manchester, England, United Kingdom 1 week ago

Manchester, England, United Kingdom 19 hours ago

Manchester, England, United Kingdom 19 hours ago

Greater Manchester, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.