Paraplanner

Paraplanner – £40,000 to £50,000 per annum Location: Manchester City Centre (Office based) Sector: Financial Advice

Are you an experienced Paraplanner looking to take the next step in your career? Join a fast-growing and forward-thinking financial advisory firm based in the heart of Manchester city centre.

About Us:

They are a dynamic and rapidly expanding financial advisory business, committed to delivering bespoke wealth management and financial planning solutions. The culture is collaborative, client-focused, and driven by integrity and innovation.

The Role:

As a key part of the advisory team, you’ll work closely with financial advisers to deliver high-quality, compliant financial reports and planning support. This is an exciting opportunity to be part of a company where your expertise will be valued, your development supported, and your career growth encouraged.

Key Responsibilities:

• Prepare detailed and accurate suitability reports
• Conduct technical research and analysis on financial products
• Support advisers with client meetings and follow-up documentation
• Assist in the development of financial strategies for clients
• Ensure compliance with industry regulations and internal standards

About You:

• Level 4 Diploma qualified (or working towards it)
• Proven experience as a paraplanner in a financial advisory setting
• Strong knowledge of pensions, retirement planning and investments
• Excellent written and verbal communication skills
• Detail-oriented with strong analytical thinking

What We Offer:

• Competitive salary: £40,000 – £50,000 per annum
• Modern city centre offices with excellent transport links
• Clear career progression within a growing firm
• Supportive and inclusive team culture
• Ongoing professional development

Ready to grow with us?
Apply now and become part of a business that's shaping the future of financial advice.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates