paraplanner Work, Jobs in altrincham, gtm (with Salaries)

Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
4d
Paraplanner
Swiss Life Global Solutions —Manchester
- Annual leave
- Employee assistance programme
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
- From £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply
Wealth Planning Director
Schroders —Manchester
- Full-time
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Paraplanning Manager
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Supervising experience
- Human resources
- Profit sharing
Quick apply
4d

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Paraplanner

Eventus Recruitment Group
Manchester

Apply Now

Job details

Permanent
£45,000 a year

Benefits

Company pension
Flexible schedule

Qualifications

Financial planning
Pension
Report writing
Financial services

Full job description

Eventus Recruitment are seeking an experienced Paraplanner to join a well-established, independent Chartered Financial Planning firm in Manchester city centre. This is a permanent, full-time role paying up to £45,000, with hybrid working of two days from home and flexible start and finish times, an 10% employer pension, 26 days' holiday plus bank holidays with the office closed over Christmas, and full exam support and bonuses. Based in central Manchester, it's a strong opportunity for a technically capable Paraplanner who wants genuine progression on merit and a well-resourced support team behind them. You will be joining a growing, employee-owned practice that invests in its people and backs them with strong systems and a well-run operation.

About the Role

As Paraplanner you will provide the technical research and written advice that underpins every client recommendation, working alongside a team of experienced financial planners. This is a hands-on role with real variety, where the quality of your analysis and reports directly shapes the advice clients receive.

Key responsibilities include:

Writing detailed suitability reports and advice letters across pensions, investments and protection
Analysing existing client arrangements against objectives and making recommendations
Cashflow modelling and tax-efficient planning analysis
Conducting technical research and analysis to support a team of experienced financial planners
Fund and platform research using Adviser Asset, FE Analytics and in-house tools
Maintaining and improving reporting processes to ensure ongoing compliance

About You

The right person will have solid paraplanning experience and the technical confidence to own the research and written advice end to end. Strong report writing is central to the role, so clarity and accuracy matter as much as technical depth.

You should also be able to demonstrate the following:

Proven paraplanning experience within an IFA or financial planning practice
Level 4 Diploma in Regulated Financial Planning
Strong technical knowledge across pensions, investments and protection
Confident writing and research skills, as report writing and research are the core of this role
Familiarity with investment and provider products and platforms
Intelligent Office (iO) experience is a bonus but not essential

Benefits and Rewards

Alongside a salary of up to £45,000, you will enjoy hybrid working, genuine development and the following benefits:

Hybrid working, two days from home, with flexible start and finish times
10% employer pension contribution
4x salary death in service
Group critical illness cover
26 days' holiday plus bank holidays
Office shuts over Christmas at no cost to your leave
Exam support and bonuses for passing exams

About the Firm

The employer is a well-regarded independent Chartered Financial Planning firm with a strong presence across the North West, advising clients for over four decades and managing close to £1billion AUM on a whole of market basis. It is owned by the people who work there, which shapes a long-term, client-first culture rather than a sales-driven one. Progression is a genuine standout: people are developed and moved into more technical work on merit, not made to wait for someone above them to leave, and the support team is well-resourced and well-led. The operation is well run and well invested, with strong systems and processes behind the advice, giving the firm real momentum rather than standing still.

Next Steps

Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at [email protected] or phone 07950 472 004. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Apply Now

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