• Location:

    Bury, Greater Manchester

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £30000 - £35000.00 per annum

  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Start date:


North Manchester
Salary of up to £35,000 + benefits

I am pleased to be engaged by a long-standing, professional and highly regarded Financial Planning organisation in the North Manchester area and assist with the recruitment of an experienced Paraplanner to their growing team.

The position will involve working closely with two established Financial Planners, and will be responsible for providing the highest level of Paraplanning support in respect of their HNW clients. The key accountabilities will include complex report writing (for pensions or investments), research and analysis of products as well as building relationships with clients.

The successful applicant will be qualified to level 4 Diploma in Regulated Financial Planning, and will have aspirations to continue with their studies towards Chartered status. The appointee must also have experience as a Paraplanner in an Independent Financial Planning practice, as well as excellent interpersonal and attention to detail skills.

In return, you have the opportunity to work for a recognised organisation which will support you in strengthening your technical knowledge and qualifications, as well as progressing further in your career.

If you meet the experience criteria and would like to find out more, please contact Antonia Mihaylova at Search Financial Services on 07580 429 541 or All calls and correspondence will be treated in the strictest confidence. Alternatively, I can be contacted via Linked-In.

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.