Paraplanner

Paraplanner
Location: Manchester
Contract: Permanent, Full-Time
Salary: up to £45,000 per annum (dependent on experience)
Start Date: Flexible
Working Arrangements: On-site
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting on behalf of a rapidly-growing Financial Advisory firm in Manchester for a Paraplanner to join the team on a permanent basis. This is an excellent opportunity to be part of a well-established, forward-thinking financial advisory firm recognised for its commitment to delivering exceptional client outcomes and high-quality financial planning.

You’ll play a key role in supporting the advisory function through detailed research, analysis, and suitability report writing — ensuring the highest standards of compliance, accuracy, and client service. With the potential for career growth and progression, this position offers a fantastic opportunity to develop within a supportive and ambitious team environment.

Key Responsibilities

• Conduct detailed research relating to pensions and investments and prepare high-quality suitability reports.
• Collaborate with advisers, administrators, and colleagues to deliver excellent client outcomes.
• Contribute to process improvements to enhance team efficiency and service delivery.
• Maintain up-to-date technical knowledge and undertake CPD for continuous improvement.
• Ensure all work meets compliance and regulatory standards.

Candidate Criteria

• Minimum 2–3 years’ paraplanning experience, ideally within a financial advisory firm.
• Strong knowledge of pensions advice, switching, and investment products.
• Excellent analytical, organisational, and report writing skills.
• High attention to detail with the ability to work accurately under pressure.
• Confident user of financial planning software and Microsoft Office. Experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, or FE Analytics is desirable.
• Diploma in Financial Planning (Level 4) or actively working towards completion.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.