Paraplanner
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.
- Manchester City Centre | Hybrid working | Salary up to £55,000 plus excellent benefits
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.
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.
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.
- Development and benefits
- Flexible hybrid working. (2 days from home per week after probation)