We're recruiting an experienced Paraplanner for a well-established wealth management practice in Manchester City Centre. This is a partner practice within one of the UK's largest national wealth management networks — a firm that specialises in pensions transfer work, investments, tax and estate planning, and one that genuinely invests in its people.

The practice is led by a team of experienced Wealth Managers who've built a strong, loyal client base. They've grown steadily and this Paraplanner hire is part of that growth. The culture is collaborative and supportive, with a well-resourced technical team already in place. If you're a Paraplanner who's worked within a national wealth management network and wants a role with variety, responsibility and genuine development support, this is worth a conversation.

Hybrid working is standard, with flexible hours on office days. And if you're still working towards your Level 4 Diploma, the firm will support you through it — exam support is built into the package.

Paraplanner responsibilities:

• Writing detailed suitability reports and advice letters across pensions, investments, tax and IHT
• Building and updating cash flow models for client reviews and new business recommendations
• Researching and analysing financial products, platforms and provider solutions
• Attending client meetings alongside the Wealth Managers as required
• Managing client files end-to-end, from application through to completion
• Liaising with administrators and providers to keep cases progressing
• Maintaining templates, advice notes and compliance processes

Paraplanner requirements:

• Previous paraplanning experience within a national wealth management network
• Sound technical knowledge across pensions transfers, investments and estate planning
• Confident writing suitability reports and advice letters to a high standard
• Strong attention to detail with the ability to manage multiple client files simultaneously
• Comfortable dealing directly with clients, providers and third parties

Level 4 Diploma in Regulated Financial Planning is desirable but not essential — the firm will support candidates who are working towards it.

Paraplanner salary and benefits:

• Salary up to £40,000
• 25 days' holiday plus bank holidays
• Hybrid working with flexible hours on office days
• Discretionary bonus
• Contributory pension scheme
• Support with professional development and Level 4 Diploma

Interested in this Paraplanner role?

If this sounds like the right fit, apply now or get in touch for a confidential conversation. If the role isn't quite right but you're a Paraplanner considering your next move in Manchester or the wider North West, I'd still welcome a chat — I recruit across the wealth management and financial planning market and always have a good picture of what's available.

Apply now if your skills and experience align with this job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.