Paraplanner
• Job Type: Full-time, Permanent
• Salary: £40,000 - £45,000 (negotiable based on qualifications and experience)
• Location: Manchester City Centre
About the Company
Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments.
Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence.
The Opportunity
We're looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK's leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you!
Key Responsibilities:
• Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers.
• Preparing detailed, compliant suitability reports to support financial planning recommendations.
• Collaborating with advisers and administrators to ensure a seamless client experience.
• Contributing ideas for process improvements to enhance efficiency.
• Keeping up to date with industry developments through Continuous Professional Development (CPD).
What We're Looking For:
• Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching.
• Strong organisational skills with the ability to manage workloads effectively.
• Excellent analytical and problem-solving skills.
• High attention to detail with the ability to produce accurate, compliant financial reports.
• Experience in financial planning software and Microsoft Office is desirable.
• A Diploma in Financial Planning (or currently working towards this qualification).
• A proactive and self-motivated approach, with a willingness to learn and grow within the role.
Why Join?
• Career growth – structured pathways with annual appraisals and six-monthly reviews.
• Full study support – including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications.
• Flexible working hours – plus an early finish every Friday!
• Great benefits – employer pension contributions and Private Medical Insurance (after probation).
• Modern city-centre office – just a 10-minute walk from Manchester Piccadilly.
• Vibrant work culture – social events throughout the year, organised by the Staff Social Committee.
If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we'd love to hear from you! Apply today and take the next step in your career.
Back to searchParaplanner
Morson Talent
Posted 2 days ago, valid for a month
Manchester, Greater Manchester M4 6JW, England
£45,000 per annum
Full Time
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Sonic Summary
- A full-time Paraplanner position is available in Manchester City Centre, offering a salary between £40,000 and £45,000, negotiable based on qualifications and experience.
- The role is with a modern financial advisory firm recognized as one of the Top 100 UK Financial Advisers by FT Adviser for three consecutive years.
- Candidates should have a minimum of 1 year of Paraplanning experience, ideally in pensions and pension switching, along with strong analytical and problem-solving skills.
- Key responsibilities include conducting research on pensions and investments, preparing suitability reports, and collaborating with advisers to enhance client experiences.
- The firm offers career growth opportunities, full study support, flexible working hours, and a vibrant work culture with social events throughout the year.
