Position details
21/08/2026
NJR16942
PARAPLANNER
Location
Posted on
Reference
Posted on
Reference
21/08/2026
NJR16942
DESCRIPTION
Paraplanner
Salary: Up to £45,000 per annum
Location: Manchester - Hybrid, 3 days office / 2 days WFH
Qualification: Level 4 Diploma required
About the Role
We are delighted to be recruiting for an experienced Paraplanner to join a growing financial planning business.
This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys working on complex cases, producing high-quality technical reports and contributing to a collaborative team environment.
Working closely with advisers, paraplanners, administrators and compliance, you will play a key role in ensuring advice is technically accurate, compliant and focused on delivering excellent client outcomes.
Key Responsibilities
\" Undertake detailed research and analysis to formulate appropriate financial planning advice.
\" Prepare accurate, compliant and client-focused suitability reports and letters.
\" Provide technical support across investments, pensions, inheritance tax, tax-efficient investments, trusts and protection.
\" Prepare cash flow planning forecasts and supporting analysis.
\" Provide technical research and guidance to advisers and management.
\" Work collaboratively with advisers and administrators to ensure smooth delivery of client cases.
\" Support the Head of Department, Directors and management as required.
\" Contribute to the development and continuous improvement of paraplanning processes and procedures.
\" Embed feedback, change and best practice across the team.
\" Work closely with the Compliance team to ensure client files and advice meet FCA standards.
\" Keep up to date with legislative, regulatory and industry developments affecting clients and the business.
\" Manage multiple cases and priorities effectively while maintaining a high standard of accuracy.
About You
You will be an experienced Paraplanner with strong technical knowledge and a genuine commitment to delivering high-quality financial advice.
Essential experience and skills:
\" Level 4 Diploma in Regulated Financial Planning, or equivalent.
\" Proven experience working as a Paraplanner.
\" Experience within a financial advice or wealth management environment.
\" Strong technical knowledge of pensions, investments, tax planning and protection.
\" Excellent suitability report writing skills.
\" Strong understanding of FCA regulations and advice standards.
\" Exceptional attention to detail and technical accuracy.
\" Strong analytical and problem-solving skills.
\" Excellent written and verbal communication skills.
\" Ability to manage competing priorities and meet deadlines within a fast-paced environment.
\" A collaborative approach with the ability to work effectively across advice, administration and compliance teams.
What\'s on Offer?
\" Salary up to £45,000
\" Hybrid working, with 3 days in the office and 2 days working from home
\" Opportunity to join a growing and collaborative financial planning environment.
\" Exposure to complex and varied financial planning cases.
\" The opportunity to contribute to improving processes and advice standards.
\" Excellent scope for professional development and career progression.
If you\'re a Diploma-qualified Paraplanner looking for your next opportunity where your technical expertise and contribution can make a real difference, we\'d love to hear from you.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
NJR16942
Salary: Up to £45,000 per annum
Location: Manchester - Hybrid, 3 days office / 2 days WFH
Qualification: Level 4 Diploma required
About the Role
We are delighted to be recruiting for an experienced Paraplanner to join a growing financial planning business.
This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys working on complex cases, producing high-quality technical reports and contributing to a collaborative team environment.
Working closely with advisers, paraplanners, administrators and compliance, you will play a key role in ensuring advice is technically accurate, compliant and focused on delivering excellent client outcomes.
Key Responsibilities
\" Undertake detailed research and analysis to formulate appropriate financial planning advice.
\" Prepare accurate, compliant and client-focused suitability reports and letters.
\" Provide technical support across investments, pensions, inheritance tax, tax-efficient investments, trusts and protection.
\" Prepare cash flow planning forecasts and supporting analysis.
\" Provide technical research and guidance to advisers and management.
\" Work collaboratively with advisers and administrators to ensure smooth delivery of client cases.
\" Support the Head of Department, Directors and management as required.
\" Contribute to the development and continuous improvement of paraplanning processes and procedures.
\" Embed feedback, change and best practice across the team.
\" Work closely with the Compliance team to ensure client files and advice meet FCA standards.
\" Keep up to date with legislative, regulatory and industry developments affecting clients and the business.
\" Manage multiple cases and priorities effectively while maintaining a high standard of accuracy.
About You
You will be an experienced Paraplanner with strong technical knowledge and a genuine commitment to delivering high-quality financial advice.
Essential experience and skills:
\" Level 4 Diploma in Regulated Financial Planning, or equivalent.
\" Proven experience working as a Paraplanner.
\" Experience within a financial advice or wealth management environment.
\" Strong technical knowledge of pensions, investments, tax planning and protection.
\" Excellent suitability report writing skills.
\" Strong understanding of FCA regulations and advice standards.
\" Exceptional attention to detail and technical accuracy.
\" Strong analytical and problem-solving skills.
\" Excellent written and verbal communication skills.
\" Ability to manage competing priorities and meet deadlines within a fast-paced environment.
\" A collaborative approach with the ability to work effectively across advice, administration and compliance teams.
What\'s on Offer?
\" Salary up to £45,000
\" Hybrid working, with 3 days in the office and 2 days working from home
\" Opportunity to join a growing and collaborative financial planning environment.
\" Exposure to complex and varied financial planning cases.
\" The opportunity to contribute to improving processes and advice standards.
\" Excellent scope for professional development and career progression.
If you\'re a Diploma-qualified Paraplanner looking for your next opportunity where your technical expertise and contribution can make a real difference, we\'d love to hear from you.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
NJR16942
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