Paraplanner

Job details

Location

Greater Manchester, Greater Manchester

Job type

Permanent

Pay

£30k - 45k per year

Sector

Sales, Retail & Customer Service

Reference number

13

Sales, Retail & Customer Service

Paraplanner

Paraplanner

Greater Manchester (Office-Based)

£30,000 – £45,000 per annum + Benefits

Full-Time | Permanent

Are you an experienced Paraplanner looking to join a dynamic and supportive financial planning firm? We’re hiring for a dedicated Paraplanner to join a respected practice in Greater Manchester. This is a fantastic opportunity to work alongside a collaborative team and contribute to delivering high-quality advice to clients.

Key Responsibilities:

  • Provide technical research and analysis to support financial planning recommendations.
  • Draft high-quality suitability reports across a range of financial planning areas.
  • Carry out product comparisons, quotations, and documentation preparation.
  • Support advisers with financial modelling and meeting preparation.
  • Keep internal systems and client records fully up to date and compliant.

✅ Ideal Candidate Profile:

  • Experience working in a paraplanning or technical support role within a financial services firm.
  • Actively working towards, or already holding, a Level 4 financial qualification (e.g. DipPFS, DipFA).
  • High standard of written communication with excellent attention to detail.
  • Comfortable managing multiple priorities in a deadline-driven environment.
  • Strong IT skills and confidence using financial planning software/tools.

Interested in this opportunity?
If you'd like to learn more about this role or feel it's a good fit for your experience, feel free to reach out directly. I'm always happy to have a confidential chat.

Email: miraj.hussen@winsearch.uk
Phone: 07425 104180

Alternatively, click apply now and I’ll be in touch to discuss the next steps.

Our clients and their customers come from diverse backgrounds and so do we. We hire our people from various walks of life, each of whom make our company stronger with their talent, uniqueness, and expertise. This is what makes our company special; if you want to help us grow and take this ethos to our clients, then we cannot wait to collaborate with you!

The UK has now left the European Union. Any EU, EEA or Swiss citizens living in the UK that wish to remain in the UK post Brexit need to apply to the EU Settlement Scheme. Although the closing date for applications was 30th Jun 2021, if you have not yet applied but believe that you would qualify under the EU Settlement Scheme, the Home Office have confirmed that they will consider late applications. For further information please see https://www.gov.uk/browse/visas-immigration/eu-eea-swiss
Many Thanks

Apply now

apply with indeed

Or send your CV to:

Mohammad Miraj Hussen

miraj.hussen.142669F71.0@applybe.com

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