Paraplanner

Paraplanner

Location: Wigan, Hybrid

Salary: Up to £45,000 plus benefits

We are currently recruiting for an experienced Paraplanner to join a growing national wealth management business based in Wigan.

This is an excellent opportunity to join a well-established firm that offers the resources and career opportunities of a larger organisation while maintaining a supportive and flexible working environment.

The successful candidate will work closely with Financial Planners, providing high-quality technical support across a broad range of financial planning cases. The company is particularly interested in people who want to continue developing, whether that means progressing into a more senior technical position or potentially moving towards Financial Advice in the future.

Key responsibilities will include:

• Conducting detailed research and analysis


• Preparing suitability reports and financial planning recommendations


• Supporting Financial Planners with technically complex cases


• Reviewing clients’ existing arrangements and identifying suitable solutions


• Ensuring all advice and documentation meet regulatory and internal standards


• Working closely with Financial Planners, Administrators and other members of the wider support team


• Maintaining accurate client records and helping to deliver a consistently high standard of service

About you:

• Previous experience working in a Paraplanning role


• A minimum of approximately one year’s relevant Paraplanning experience


• Level 4 Diploma qualified


• Strong technical knowledge across pensions, investments and protection


• Good research, analytical and report-writing skills


• A careful and organised approach with excellent attention to detail


• Comfortable working collaboratively with Financial Planners and support colleagues

The package includes:

• Salary of up to £45,000, depending on experience


• Hybrid working


• Comprehensive company benefits


• Generous support towards further professional qualifications


• Up to eight dedicated study days


• Employee share scheme contribution


• Opportunities to progress into a Senior Paraplanner position


• A potential pathway into Financial Advice for those who wish to pursue it

The company has a strong record of supporting internal development and is open to helping Paraplanners build their careers in the direction that best suits their strengths and ambitions.

For further information or a confidential discussion, please apply or contact David at MBF Recruitment.

This listing is from Reed. View original listing ↗