Paraplanner - Private Bank
Manchester | Hybrid Working
up to £55,000 plus benefits
A move into a Private Banking environment could offer a different setting for the next stage of your Paraplanning career.
MBF is working with a prestigious Private Banking organisation to recruit a Paraplanner for its Manchester office. This is an opportunity to build your technical experience within a premium financial services business, supported by an established team and an outstanding benefits package.
Based in the heart of Manchester’s financial district, the business occupies busy, bustling, open-plan offices across multiple floors. For someone who enjoys being part of an active office environment, alongside the flexibility of two days a week working from home, the setting is a real attraction.
The opportunity
You will support Financial Planners in delivering financial planning advice, undertaking research and analysis, preparing suitability reports and helping develop recommendations tailored to clients’ needs.
You’ll join a wider team of nine Paraplanners across three offices, with a dedicated Paraplanning Manager. This provides an established support structure and colleagues to share knowledge and experience with.
Whether you see your future in technical Paraplanning or are still considering your longer-term direction, this role offers the opportunity to strengthen your expertise within a prestigious Private Banking organisation.
What’s on offer
• Hybrid working, with two days per week from home
• An outstanding benefits package, including a 15% employer pension contribution with no employee contribution required
• A central Manchester location in the city’s financial district
• An established Paraplanning team and dedicated manager
• The opportunity to develop your experience within a premium Private Banking environment
About you
You will hold the Level 4 Diploma in Regulated Financial Planning and have at least 18 months’ Paraplanning experience.
You should be comfortable undertaking technical research, preparing suitability reports and working closely with Financial Planners. Strong attention to detail, clear communication and a desire to continue developing your knowledge will be important.
To find out more about the role, remuneration and wider benefits package, contact MBF for a confidential discussion.
Sector:
- Financial Services
- Financial Planning
