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    • On-Target Earnings (OTE): £65,000+ (uncapped, no minimum bonus threshold).
    • Advancement Salary: £48,000 basic upon achieving full Competent Adviser Status (CAS…
    • Proven experience within a wealth, pension or IFA firm, adviser, planner, senior administrator, paraplanner or in a financial planning/IFA role.
    • As a Paraplanner, you will provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client…
    • The successful candidate will need to have had at least 2 years of paraplanning experience.
    • You will play an important role in supporting financial advisers by…
    • Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
    • Conduct comprehensive financial analysis to assist in the development of financial plans.
    • Use financial planning software to model various scenarios and…
    • We're keen to speak with Diploma-qualified paraplanners, with Chartered status ideally, who have strong technical knowledge across pensions, investments,…
    • Act as the technical "go-to" person for junior paraplanners, supporting them with complex queries and case discussions.
    • Uncapped quarterly bonus – realistic and achievable; the current Paraplanning team consistently hit target.
    • 25 days annual leave + bank holidays, rising to 28…
    • This is a development role designed to provide hands-on experience across all areas of financial planning.
    • You will work closely with the Director, supporting…
    • This is an excellent opportunity for an experienced paraplanner to take on a senior technical role, supporting advisors with complex planning work and high‑…
    • Working closely with our Financial Advisers, you will play a key role in supporting the delivery of comprehensive financial planning advice.
    • Support advisers and paraplanners with the preparation of suitability reports and client recommendation letters;
    • A careful and methodical approach to work;
    • Checking all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.
    • Job Types: Full-time, Permanent.
    • Significant paraplanning experience, ideally within an independent, whole-of-market financial planning environment.
    • 23 days holiday plus bank holidays.

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Job Post Details

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Senior Financial Planning Support - City Centre & Hybrid - job post

ST Resourcing limited
Manchester M1•Hybrid work
£36,000 - £40,000 a year - Permanent, Full-time

Location

Manchester M1•Hybrid work

Benefits

Pulled from the full job description

  • Company pension
  • Private medical insurance
  • Work from home

Full job description

If you’re reading this you may be considering a change of employment and with so many job adverts saying the same as the next, you may be wondering if you apply for this job, will it be the one you are after. I will therefore try and be as descriptive as possible.

A Financial Planning firm with a large national presence has a vacancy in their Manchester regional office which is based in the city centre. The company have grown through a mixture of organic and acquisition of some very respected businesses, ones which would be extremely cautious to transfer clients and will therefore have only done so if they were confident that the firm would treat their client book as they expect.

This is very relevant for this vacancy, which is for a Senior Financial Planning Support. These roles tend to vary between firms, with one looking much different to another. Whilst all are involved in the case journey for the clients, the input of the Support staff can differ. For this particular vacancy you will join the firm having cultivated a high level of experience in the delivery of complex cases, most of high value and, throughout, developing strong and lasting relationships with clients whilst providing a proactive and committed level of service to them.

Whilst the tangible tasks required in the support role will need to be done to a high standard, a large part of this opportunity will see you be challenged with variety, complexity and include significant client contact. You will be someone who takes pride in your craft and be happy to train and mentor other, less experienced colleagues, to help them develop the same attention to detail, proactiveness and pride in their role.

You will be involved in all aspects of financial planning support which a full role specification will set out for you and will work closely with the Financial Planners and Paraplanning staff. To be suitable you will be doing the role currently, or perhaps working as a Paraplanner and prefer the variety of this type of role encompassing support/administration/annual reviews and client contact.

This company has an established HYBRID WORKING set up making it practically possible to deliver on your role responsibilities whilst also balancing with your personal commitments.

Salary & Benefits

  • Circa £36,000 – £40,000, depending on experience
  • Above-average holiday allowance
  • Private medical insurance
  • Additional benefits

If you already enjoy a stronger financial package but feel this role aligns with your experience and aspirations, you are encouraged to apply—firms recognise the value of experienced professionals in this space and are willing to be flexible for the right person.

If you’re seeking a Manchester city centre role, with hybrid working, a strong benefits package, and an established, reputable firm, this opportunity is well worth exploring.

Job Types: Full-time, Permanent

Pay: £36,000.00-£40,000.00 per year

Benefits:

  • Company pension
  • Work from home

Work Location: Hybrid remote in Manchester M1

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