Paraplanner

Location: Cheadle Hulme

Paraplanner (Clear Progression into Advising)

Location:

South Manchester
Salary: £40,000+ DOE
Working Pattern:
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 a Paraplanner with ambitions to move into an Adviser role over time.
This is a strong opportunity for someone seeking a clear development pathway, working closely with an Adviser as part of a pod-style structure.
The Opportunity  
Join the business as a Paraplanner with a defined progression pathway into advising
Work closely with an Adviser who is building their own client pod
Gain increased exposure to the advice process and client interactions
Develop the skills and experience needed to move into an Adviser role long term  

The Role Your initial focus will be on paraplanning and technical support, including:
 
Preparing suitability reports, financial plans and client recommendations
Conducting research across pensions, investments, protection and tax planning
Supporting adviser meetings and follow-up documentation
Working closely with the Adviser and wider team to deliver high-quality advice
Gradually increasing client exposure as your experience develops  Salary & Benefits  
Salary of £40,000+ DOE
Annual salary review each summer
Annual bonus linked to a percentage of company profits
Private medical insurance
Company pension scheme
Hybrid working available (up to 2 days WFH), though the business is mainly office-based  If you’re a Paraplanner based in or around South Manchester who is keen to develop towards an Adviser role within a supportive and structured environment, please apply or get in touch for more details