Paraplanner

Paraplanner

Location:

Wigan, Hybrid Salary:
Up to £45,000 plus benefits We are currently recruiting for an experienced Paraplanner to join a growing national wealth management business based in Wigan. This is an excellent opportunity to join a well-established firm that offers the resources and career opportunities of a larger organisation while maintaining a supportive and flexible working environment. The successful candidate will work closely with Financial Planners, providing high-quality technical support across a broad range of financial planning cases.

The company is particularly interested in people who want to continue developing, whether that means progressing into a more senior technical position or potentially moving towards Financial Advice in the future. Key responsibilities will include:
• Conducting detailed research and analysis
• Preparing suitability reports and financial planning recommendations
• Supporting Financial Planners with technically complex cases
• Reviewing clients’ existing arrangements and identifying suitable solutions
• Ensuring all advice and documentation meet regulatory and internal standards
• Working closely with Financial Planners, Administrators and other members of the wider support team
• Maintaining accurate client records and helping to deliver a consistently high standard of service

About you:

• Previous experience working in a Paraplanning role
• A minimum of approximately one year’s relevant Paraplanning experience
• Level 4 Diploma qualified
• Strong technical knowledge across pensions, investments and protection
• Good research, analytical and report-writing skills
• A careful and organised approach with excellent attention to detail
• Comfortable working collaboratively with Financial Planners and support colleagues The package includes:
• Salary of up to £45,000, depending on experience
• Hybrid working
• Comprehensive company benefits
• Generous support towards further professional qualifications
• Up to eight dedicated study days
• Employee share scheme contribution
• Opportunities to progress into a Senior Paraplanner position
• A potential pathway into Financial Advice for those who wish to pursue it The company has a strong record of supporting internal development and is open to helping Paraplanners build their careers in the direction that best suits their strengths and ambitions. For further information or a confidential discussion, please apply or contact David at MBF Recruitment.