Paraplanner – Full Time – Manchester

Catering; Manchester; On-site; GBP 45,000 - 48,000; Full time

Benefits offered by this job

Profit Sharing Scheme

Pension (auto-enrolment)

Private Medical Insurance (after 12 mo

Life Assurance

Birthday holiday

Company social events

Job summary

Catering in Manchester is seeking a highly experienced Paraplanner to deliver complex financial planning support to clients and advisers. The role is on a hybrid basis, three days in the Manchester office and two from home each week, with a salary of £45,000–£48,000 plus bonus and regular pay reviews.

Key responsibilities include triage for plan information, client objective discussions with advisers, cashflow modelling, and preparing suitability reports in line with FCA regulations.

Qualifications

• Minimum of 3 years experience at a Paraplanner level.
• Diploma 4 qualified in Regulated Financial Planning.
• Excellent analytical and report-writing skills.

Responsibilities

• Conduct triage to identify information required to compile each financial plan recommendation.
• Identify areas for planning and discuss client objectives with the adviser.
• Analyse client fact-finds to identify needs, priorities and potential solutions.
• Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
• Liaise with the Administration teams to ensure recommendations are implemented.
• Provide technical expertise across pensions, investments, protection, and financial planning.
• Maintain accurate and up-to-date client records.
• Work closely with Financial Advisers to develop appropriate strategies for clients.

Skills

Paraplanner experience

Analytical skills

Report writing

Education

Diploma 4 in Regulated Financial Planning

Job description

Paraplanner

Manchester Hybrid, 3 days office and 2 from home

Our Award-Winning Client has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser.

The companies 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.

Reward Package

£45k – £48k Region Salary (Bonuses and regular salary reviews)

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.

Skills & Experience

• Minimum of 3 years experience at a Paraplanner level.
• Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills.

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 clients legal and tax advisers if appropriate.
• Consider current and future allocation of assets for investment strategy with regard to clients 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.

Salary: £45000 – £48000/annum PLUS BONUS & REG PAY REVIEWS

Job Type: Permanent

Location: Manchester, Greater Manchester