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Personal Paraplanner to CEO & Financial Planner

Job in Manchester, Greater Manchester, M9, England, UK
Listing for: KBA FS Ltd
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial planning firm in Manchester is looking for an experienced Paraplanner to support the CEO in managing complex client cases and delivering financial planning solutions. The role involves drafting detailed reports, maintaining client correspondence, and utilizing advanced CRM and forecasting tools. This is an excellent opportunity for someone who is highly organized, discreet, and committed to providing exceptional client care in a values-driven environment, offering hybrid working arrangements.
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