£37,000–£45,000 + 7% annual bonus (paid every 6 months)
Manchester | Hybrid | 34.5 hours per week

If you’re a Paraplanner who wants to work in a supportive, collaborative and genuinely friendly team, this role offers the chance to become a core part of a respected wealth management firm with a strong reputation for quality advice and service.


The Opportunity

You’ll work closely with a team of advisers across both private and corporate clients, providing high-quality analysis, research and report writing. This role is all about doing paraplanning properly—detailed analytical work, excellent standards, and being an integral support function within a busy and growing advice team.

You won’t be expected to give advice, but you will be central to planning suitable client solutions and ensuring the advice process runs smoothly from end to end.


What You’ll Be Doing

• Supporting advisers with all aspects of private and corporate client work
• Producing high-quality suitability reports, letters, and supporting documentation
• Analysing existing pension and investment portfolios using internal analytical tools
• Carrying out detailed product research in partnership with advisers
• Building fund portfolios aligned to client risk profiles and internal asset models
• Preparing, checking and completing all necessary paperwork
• Providing technical support to the Client Relations (administration) team
• Offering occasional support to the Compliance Director
• Taking ownership of project work delegated by the Paraplanning Manager or Directors
• Keeping your technical knowledge up-to-date through ongoing learning

Experience

• Strong background in paraplanning with a good understanding of personal financial planning
• Experience working within financial services, ideally in a similar paraplanning role
• Familiarity with industry software (advantageous but not essential)
• Understanding of office processes and internal procedures

Qualifications

• Level 4 Diploma is desirable
• Part-qualified candidates also welcome – full development and study support is available
• Confident with Word, Excel and general IT systems

Personal Qualities

• Clear, confident communicator (written and verbal)
• High attention to detail, quality, accuracy
• Able to question and challenge where information is unclear
• Strong organisational skills, able to prioritise work and meet deadlines
• Proactive, self-motivated and keen to develop
• Warm, friendly, team-focused and professional at all times

Working Environment

• 34.5-hour week
• Occasional overtime during busy periods
• Open-plan office with a collaborative team environment
• Regular use of internal systems, portals and analytical tools

Why Apply?

If you care about doing paraplanning to a high standard and want a role where you can genuinely contribute—not just churn templates—this is a great opportunity. You’ll be part of a business that values quality, supports development and encourages you to enjoy the work you do.