Paraplanner

Quantuma; Manchester; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

25 days holiday plus Bank Holidays

Private Medical Insurance (after 12 months)

Profit Sharing Scheme

Job summary

Quantuma is seeking a highly experienced Paraplanner to support complex financial planning for clients in Manchester. The role involves conducting research, preparing suitability reports, and collaborating with Financial Advisers to achieve optimal client outcomes.

This position offers a hybrid working arrangement of 3 days in the office and 2 days from home each week, alongside a rewarding package including 25 days holiday and private medical insurance.

Qualifications

• Minimum of 4 years’ experience at a Paraplanner level.
• Excellent analytical and report-writing skills.

Responsibilities

• Conduct triage to identify information for financial plan recommendations.
• Prepare suitability reports and financial plans.
• Liaise with Financial Advisers to develop client strategies.

Skills

Financial Planning & Analysis

Analytical Skills

Report Writing

Education

Diploma 4 in Regulated Financial Planning

Job description

Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our Paraplanners play a key role in the delivery of high-quality client outcomes.

This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.

Key Responsibilities

Financial Planning & Analysis

• Conduct triage to identify information required to compile each financial plan recommendation.
• Identify areas for planning.
• Discuss and establish client objectives with the financial adviser.
• Analyse client fact‑finds to identify needs, priorities and potential solutions.
• Conduct research on financial products, providers and market trends.
• Perform cashflow modelling and scenario analysis.
• Liaise with the client’s legal and tax advisers if appropriate.
• Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
• Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
• Liaise with the Administration teams to ensure any recommendations are correctly implemented.

Technical, Risk & Compliance

• Provide technical expertise across pensions, investments, protection, and financial planning.
• Ensure all recommendations are compliant with FCA regulations and company procedures.
• Keep up to date with legislative and market changes.
• Maintain accurate and up‑to‑date client records.
• Liaise with providers, platforms, and internal teams to progress cases.

Adviser Support

• Work closely with Financial Advisers to develop appropriate strategies for clients.
• Attend client meetings when required to support technical discussions.
• Assist in preparing review packs and client documentation.

Skills & Experience

• Minimum of 4 years’ experience at a Paraplanner level.
• Ideally, Diploma 4 qualified in Regulated Financial Planning, Excellent analytical and report‑writing skills.

Reward Package

• 35 hours per week Hybrid Working (3 days Office and 2 days at Home - full time employee).
• 25 days holiday plus Bank Holidays.
• 1 x holiday – Birthday holiday
• Loyalty holidays with continued service.
• Christmas Closure (need to retain 3 days from allowance).
• Profit Sharing Scheme.
• Pension (auto‑enrolment, then increasing dependent on length of service).
• Private Medical Insurance (after 12 months).
• Life Assurance.
• Long Term Service Awards.
• Fully funded company social events – summer and winter.
• Generous Study/Training Program.