Senior Paraplanner

WILMSLOW

Recruiter Managing This Role

Senior Paraplanner Manchester (Hybrid)

A well-established and highly respected financial planning firm in Manchester is looking to appoint an experienced Senior Paraplanner to support senior Financial Planners with the delivery of complex, high-value advice.

This is a client-facing, technically focused role where you will work closely with Financial Planners on sophisticated planning strategies, manage a high-value client bank, and play a key role in mentoring junior team members.

The role will involve:

Attending client meetings alongside Financial Planners and producing detailed, accurate meeting notes

Supporting the delivery of complex financial planning strategies and solutions for clients with substantial assets

Working collaboratively with senior Financial Planners to analyse cl...