Paraplanner

Proman

  • Manchester
  • £45,000 per year
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
📝 Paraplanner📍 Greater Manchester (Office-Based)💰 £30,000 – £45,000 per annum + Benefits🕘 Full-Time | PermanentAre you an experienced Paraplanner looking to join a dynamic and supportive financial planning firm? We’re hiring for a dedicated Paraplanner to join a respected practice in Greater Manchester. This is a fantastic opportunity to work alongside a collaborative team and contribute to delivering high-quality advice to clients.🔊 Key Responsibilities:
  • Provide technical research and analysis to support financial planning recommendations.
  • Draft high-quality suitability reports across a range of financial planning areas.
  • Carry out product comparisons, quotations, and documentation preparation.
  • Support advisers with financial modelling and meeting preparation.
  • Keep internal systems and client records fully up to date and compliant.
✅ Ideal Candidate Profile:
  • Experience working in a paraplanning or technical support role within a financial services firm.
  • Actively working towards, or already holding, a Level 4 financial qualification (e.g. DipPFS, DipFA).
  • High standard of written communication with excellent attention to detail.
  • Comfortable managing multiple priorities in a deadline-driven environment.
  • Strong IT skills and confidence using financial planning software/tools.
📩 Interested in this opportunity?
If you'd like to learn more about this role or feel it's a good fit for your experience, feel free to reach out directly. I'm always happy to have a confidential chat.📧 Email: miraj.hussen@winsearch.uk
📞 Phone: 07425 104180Alternatively, click apply now and I’ll be in touch to discuss the next steps.

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