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  • Manchester, Greater Manchester
  • Permanent
  • Salary negotiable up to around £45K plus company benefits and bonus

Job details.

Paraplanner - Manchester - Salary negotiable depending on experience, to around £45,000 plus company benefits and bonuses

MBF Recruitment is currently seeking a Paraplanner to join an award-winning, Manchester based team of independent financial advisers. With over £1Bn AUM and with huge growth plans for the next 5 years, our client can offer exceptional career growth opportunities and a supportive work environment.

This company provide Independent Financial Advice to HNW private clients and businesses across the UK, with a focus on the North-West. They can tailor advice to suit the requirements of the client, from simple Pension & Investment advice, to IHT planning, cashflow, VCT's etc. 

Key Responsibilities:

  • Review compliance paperwork and gather client information.
  • Conduct research and prepare recommendation reports.
  • Liaise with advisers, administration teams, and external professionals.
  • Ensure compliance with regulations and uphold client-centric principles.

Skills & Experience:

  • Broad financial services knowledge.
  • Proven experience in paraplanning.
  • Strong interpersonal and organizational skills.
  • QCF Level 4 Qualified or working towards it.
  • Working knowledge of IO (intelligent Office), Defaqto Engage, Iress, Financial Express Analytics, Selectapension and Cash Calc systems would be ideal but not essential.

Reward Package:

  • Competitive Salary - negotiable depending on the experience and qualifications, around £35-45,000
  • Generous holiday allowance and additional benefits including PMI, DIS
  • Full study support towards Diploma and Advanced Diploma qualifications 
  • Personal development program and in-house training
  • Pension contributions and more


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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