Paraplanner / Trainee Paraplanner
�� South Manchester
�� £40,000+ DOE
�� Mainly office-based | Up to 2 days WFH considered
I’m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career.
This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment.
The Opportunity

• Join a collaborative financial planning firm with a modern culture
• Work closely with Advisers as part of a pod-style structure
• Gain exposure to a broad range of pensions, investments, and financial planning cases
• Develop your technical knowledge and paraplanning capability within an experienced team
• Clear long-term progression and development opportunities available

The Role Responsibilities will include:

• Preparing suitability reports and client recommendations
• Conducting research across pensions, investments, protection, and tax planning
• Supporting adviser meetings and producing follow-up documentation
• Assisting with financial planning cases from initial research through to implementation
• Working closely with Advisers and the wider support team to deliver excellent client outcomes

What They’re Looking For

• Experience within an IFA / Wealth Management environment
• Existing paraplanning experience OR strong IFA administration / technical support experience
• Some RO exams completed or currently studying towards qualifications
• Strong communication and organisational skills
• Ambitious mindset with a willingness to learn and develop

Salary & Benefits

• Salary of £40,000+ DOE
• Annual salary review each summer
• Annual bonus linked to company profits
• Private medical insurance
• Company pension scheme
• Hybrid working available (up to 2 days WFH)

If you’re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.