Paraplanner

Clayton Davies; Manchester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A dynamic wealth management business in Manchester is seeking an experienced Paraplanner to support Financial Advisers in delivering high-quality advice. You will conduct research, prepare reports, and comply with FCA regulations while ensuring a top-notch client experience. The role requires a Level 4 Diploma and experience in paraplanning. The salary is approximately £45,000, plus benefits, in a supportive and growing environment.

Benefits

Benefits

Competitive Salary

Qualifications

• Must have qualifications and experience in financial planning.
• Proven background in a paraplanning or technical support role.
• Strong analytical and reporting skills.

Responsibilities

• Conduct detailed research on financial products and portfolios.
• Prepare high-quality suitability reports and recommendations.
• Assist with cashflow modelling and financial planning scenarios.
• Ensure compliance with FCA regulations.
• Work closely with advisers to enhance client experience.

Skills

Research and analysis on financial products

Preparing suitability reports

Cashflow modelling

FCA compliance

Client-focused communication

Education

Level 4 Diploma qualified

Tools

Selectapension

Job description

⭐️ Paraplanner

📍 Manchester

💰 c.£45,000+ Benefits

Our client is a dynamic and expanding wealth management business, committed to helping their clients achieve their financial goals through bespoke, high-quality financial planning. They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.

Role & Responsibilities : 📋

• Conducting detailed research and analysis on financial products and client portfolios
• Preparing high-quality suitability reports and client recommendations
• Assisting with cashflow modelling and financial planning scenarios
• Ensuring compliance with FCA regulations and company procedures
• Working closely with advisers to deliver a seamless client experience

Do you have the following to apply? ✅

• Level 4 Diploma qualified
• Experienced in a paraplanning or technical support role within financial planning / wealth management
• Experience of using Selectapension would be beneficial

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.