Paraplanner - #2133123

Paraplanner

Manchester City Centre | Hybrid working | Salary up to £55,000 plus excellent benefits

The highly regarded Wealth Division of a top Private Bank is looking to appoint an experienced Paraplanner to its Manchester city-centre team.

You will join a well-supported team of nine Paraplanners, led by an experienced Paraplanning Manager and spread evenly across three offices. The Manchester team works from a busy, modern, open-plan banking operation in the heart of the city.

Working with Financial Planners, Associates and an in-house tax team, you will help deliver holistic financial planning to high-net-worth clients. The work is technically varied, although pensions form a significant part of the current caseload.

The role

• Undertaking technical research and preparing accurate suitability reports and recommendations across pensions, investments, taxation, protection and estate planning.
• Working collaboratively with Financial Planners to understand client objectives and deliver consistently high-quality outcomes.
• Analysing client information, preparing cashflow forecasts and liaising with providers and internal specialists.
• Supporting a limited number of defined benefit pension transfer reviews.
• Attending selected client meetings alongside Financial Planners and developing trusted client relationships.
• Sharing knowledge, helping to mentor trainees and contributing to best practice.

About you

• Minimum Level 4 Diploma in Financial Planning or Regulated Financial Planning.
• At least 18 months’ experience in a dedicated Paraplanner role.
• Strong suitability report-writing experience and sound knowledge of financial services products and the wider planning sector.
• Broad technical knowledge, including experience of both defined contribution and defined benefit pensions.
• Excellent written communication, accuracy and attention to detail.
• A collaborative, organised and client-focused approach. Experience with FE Analytics, Voyant or Defaqto would be useful but is not essential.

Development and benefits

• The business supports further study towards Certified or Chartered status. You will work with experienced colleagues, access specialist expertise and benefit from a varied caseload.
• Salary up to £55,000, depending on experience.
• Flexible hybrid working. (2 days from home per week after probation)
• Generous pension contribution of up to 15%.
• Private medical cover, including family members living at the same address.
• Life assurance at four times basic salary.
• Group income protection.
• Ongoing qualification and career-development support.