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Permanent

Paraplanner

Manchester
money-bag 40000.00-40000.00 Annual
3085433706
Posted Today

Paraplanner - Wealth Management (Hybrid)Location: Manchester UK - Hybrid (2-3 days in office / 2-3 days WFH)Salary: £40,000-£50,000 (Negotiable)Start Time: Flexible between 8:00-10:00am to avoid peak trafficWe are partnered with a well-known and highly respected wealth management firm, seeking an experienced Paraplanner to join their dynamic team. This is a hybrid role offering a flexible working pattern and an opportunity to contribute to a high-performing, client-focused environment.What You''ll Do:Prepare and review financial plans, reports, and recommendations for clientsSupport financial advisers with research, calculations, and paraplanning tasksEnsure compliance with regulatory and company standardsLiaise with clients and other professionals as requiredContribute to continuous process improvements within the teamWhat We''re Looking For:Minimum level 4 Diploma in Financial Planning (DipFA / equivalent)At least 3 years'' paraplanning experience in a regulated environmentStrong technical knowledge of investment, mortgages, pension, and retirement planningExcellent attention to detail and organisational skillsProactive, client-focused, and able to work both independently and as part of a teamWhy Join:Flexible start times to suit your lifestyleHybrid working - balance office collaboration with home workingCompetitive salary with room for negotiationWork with a prestigious, well-established wealth management firmApply Today to join a team that values expertise, flexibility,

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