Paraplanner

JR United Kingdom; Warrington; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading Wealth Management firm seeks a Diploma-qualified Paraplanner in Manchester. This role involves collaborating with Financial Planners, conducting in-depth research, and preparing detailed suitability reports. The firm offers a competitive salary, hybrid working options, and numerous benefits, supporting both career progression and professional development.

Benefits

Private Medical Insurance

Income Protection

Generous Holiday Entitlement

Fully Funded Professional Qualifications

Company Pension

Life Assurance

Gym discounts

Health cash plan

Qualifications

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

Responsibilities

• Collaborate with Financial Planners to deliver high-quality advice.
• Prepare suitability reports and perform technical research.
• Support client meetings and maintain client records.

Skills

Technical knowledge

Communication

Stakeholder management

Professional development

Education

Diploma-qualified

Job description

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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.