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Financial Analyst Financial Services Accounting & Finance Financial Reporting

Wealth Planning Paraplanner: Reports, Cashflow & Compliance

Job in Manchester, Greater Manchester, M9, England, UK
Listing for: Clayton Davies
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Accounting & Finance, Financial Reporting
Job Description & How to Apply Below
A dynamic wealth management firm seeks an experienced Paraplanner to support their Financial Advisers in providing exceptional client service. Responsibilities include conducting detailed research, preparing high-quality reports, and ensuring compliance with FCA regulations. The ideal candidate has experience in a paraplanning or technical support role within financial planning or wealth management.

This role offers the opportunity to contribute to a team dedicated to helping clients achieve their financial goals.
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