Job Overview

My client is a leading regional practice in the North-West of England and are seeking to recruit two experienced Paraplanners to join the key Financial Planning Division in Manchester. Holding a minimum of CII Level 4 diploma qualification (or equivalent) in Financial Planning you will ideally be working at a chartered firm and have aspirations to become chartered yourself. You will be responsible for providing extensive technical support to senior advisors, helping develop and maintain relationships with clients; offering research and client proposal letters for products (pension, investment cashflow modelling etc).

Candidates with a minimum of three years’ experience derived in Financial Services are preferred; strong technical and academic track records are expected. You will be adept at using technical financial planning tools and modelling software in addition to more generic software tools such as the Microsoft suite. Culturally, self-starters succeed in this environment with the ability to work on their own initiative is key. However this client is characterised as having a particularly strong mutually supportive and ‘team’ ethos which encourages both career growth and a dynamic working environment.

Interested candidates should send their CV in their first instance to along with details of your current package


Financial Services benefits

Manchester City Centre

Full Time


Job Detail
  • Offerd Salary0- £15,000
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