Eventus Recruitment are seeking a full-time permanent Junior Paraplanner professional to join a well-established Independent Financial Planning business based in Manchester. This is an excellent opportunity to become part of a dedicated back-office team, working alongside experienced financial advisers. The role offers significant scope for career progression and professional development, with benefits including a competitive salary, pension contribution, Death in Service cover, Critical Illness Benefit, generous holidays, exam bonuses, and support for professional qualifications.

Role Responsibilities

The successful Junior Paraplanner candidate will support financial advisers by providing detailed investment and product research, preparing documentation, and creating suitability reports. Daily duties will include:

Working closely with Advisers to interpret and communicate financial advice tailored to clients' individual circumstances, risk profiles, and objectives.
Preparing research for recommendations following an in-house process, requiring competency with basic Excel spreadsheets; does not require contacting multiple third parties for initial information.
Conducting thorough product and fund research using systems such as Adviser Asset, FE Analytics, and internal spreadsheets.
Obtaining point-of-sale documentation including illustrations, quotations, fact sheets, product literature, and key features documents.
Drafting suitability reports based on templated letters and adviser-submitted forms, requiring liaison with advisers to ensure comprehensive understanding and using back-office systems to source additional information.
Maintaining accurate and compliant suitability report templates.
Staying updated with relevant product, legislative, and technical changes.
Adhering strictly to FCA Conduct Rules.

Person Specification

Our client is seeking individuals with the following qualifications, skills, and attributes:

Strong academic background with minimum GCSE Grade C in Maths and English or equivalent.
Confident IT skills, particularly with Microsoft Office Suite (Word, Excel, Outlook).
Good understanding of pensions, investments, and protection products.
Knowledge of provider platforms
Excellent communication and interpersonal skills.
Strong organisational and time management abilities.
High attention to detail and process-driven mindset.
Commitment to continuous learning through formal and informal training.
Capability to interpret complex information and proactively address issues.
Reliability, adaptability, punctuality, and honesty.
Experience using XPlan (Iress), Adviser Asset, and FE Analytics would be beneficial.
Actively working towards achieving the Level 4 Diploma in Regulated Financial Planning

Benefits and Rewards

The successful candidate will benefit from joining an established company committed to employee development and wellbeing, with benefits including:

8% pension contribution (after 3 months).
Death in Service cover - 3x salary (after 3 months).
Group Critical Illness Benefit - 1x salary (after 12 months).
24 days holiday, plus bank holidays, plus additional time off between Christmas and New Year without using annual leave.
Exam bonuses of up to £100 per exam passed.
Support for achieving recognised financial services qualifications.

About the Company

This is a highly regarded Independent Financial Planning firm with Chartered status, established in 1978. The company has experienced substantial growth organically and through acquisitions, driven by its commitment to independent, client-focused financial advice. It offers a dynamic and supportive working environment focused on employee development and career progression.

Next Steps

Apply now if your skills and experience align with this Junior Paraplanner role. For further information or a confidential discussion regarding this opportunity, please contact Duncan McIlroy at Eventus Recruitment Group.

If this role isn't suitable, but you're seeking a new position, please get in touch for a confidential conversation about your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating throughout the UK and Ireland within the Legal, Finance, and Financial Services sectors. As an equal opportunities employer, we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on our website.

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