Position title
Paraplanner ~ 35k (J1153)

Paraplanner - Bury (J1153)

This long established Financial Planning Services Company are currently recruiting for a Paraplanner/Part Qualified Paraplanner for their friendly and long standing team.  This position is due to continued growth.  The Practice have lots of high net worth clients who have been serviced by the same team for many years, providing holistic financial advice predominantly across the spectrum of pensions and investments.


The successful applicant will be responsible for

  • Joining a team of three other paraplanners and supporting three advisers
  • Report writing and research
  • Becoming involved with the firms investment committee
  • Using Adviser office, other systems and platforms
  • CII/Financial Planning level 4 qualifications or working towards
  • You will need to be familiar with all aspects of pension including drawdown, SSAS and SIPP
  • And ideally all aspects of investments
  • You will have an understanding of IHT/CGT
Job Benefits
  • £25,000 to £35,000 ( Depending on experience and qualifications)
  • 9 - 5.15
  • 21 days holiday (Plus Bank holidays) extra time for appointment at discretion
  • Great working environment, good morale
  • Social events.
  • Company Pension
  • Qualifications supported

For further information please use the details below, or apply in confidence using the 'Apply Now' button.

Diana Sproston


0161 973 0133


Employment Type
Full Time
Beginning of employment
Duration of employment
Financial Planning
Working Hours
Full Time
Base Salary
Date posted
July 23, 2020
Valid through
August 31, 2020
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Position: Paraplanner ~ 35k (J1153)

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