Paraplanner
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2026-02-28
Listing for:
Clayton Davies
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Our client is a dynamic and expanding wealth management business, committed to helping their clients achieve their financial goals through bespoke, high‑quality financial planning. They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.
Role & Responsibilities: 📋
- Conducting detailed research and analysis on financial products and client portfolios
- Preparing high-quality suitability reports and client recommendations
- Assisting with cashflow modelling and financial planning scenarios
- Ensuring compliance with FCA regulations and company procedures
- Working closely with advisers to deliver a seamless client experience
Do you have the following to apply? ✅
- Experienced in a paraplanning or technical support role within financial planning/wealth management
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
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