Paraplanner

A well-established, independent Chartered Financial Planning firm in Manchester city centre is looking for an experienced Paraplanner to join its growing team. This is a genuine career opportunity with a strong package behind it: an 10% employer pension, 26 days' holiday plus Christmas closure, full exam support and hybrid working with flexible hours.

About the firm:

This is a Chartered status practice, independent and whole of market, that has been advising clients across the North West for several decades. The business is owned by the people who work in it, not a network or consolidator, with close to £1 billion AUM. What stands out is the progression: people are brought in and developed on merit, moving up when their performance says they're ready, not when someone above them leaves. The operation is well run, with strong systems and processes behind the advice.

The role:

You'll work alongside an experienced advisory team to provide the technical research and written advice that underpins every client recommendation. This is a hands-on paraplanning role with real variety and responsibility.

• Writing detailed suitability reports and advice letters across pensions, investments and protection


• Analysing existing client arrangements against objectives and making recommendations


• Cashflow modelling and tax-efficient planning analysis


• Conducting technical research and analysis to support a team of experienced financial planners


• Fund and platform research using Adviser Asset, FE Analytics and in-house tools


• Maintaining and improving reporting processes to ensure ongoing compliance

• Proven paraplanning experience within an IFA or financial planning practice


• Level 4 Diploma in Regulated Financial Planning (or close to completion)


• Strong technical knowledge across pensions, investments and protection


• Confident writing and research skills, report writing and research are the core of this role


• Familiarity with investment and provider products and platforms


• Intelligent Office (iO) experience is a bonus but not essential.

• Salary up to £45,000 depending on experience


• Hybrid working, 2 days from home, with flexible start and finish times


• 10% employer pension contribution


• 4x salary death in service


• Group critical illness cover


• 26 days' holiday plus bank holidays


• Office shuts over Christmas at no cost to your annual leave


• Exam support and bonuses for passing exams

Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

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