Pensions Paraplanner
£38k - £45k per yearRegional Recruitment Services
Paraplanner - Wanted - Immediate Start!
Manchester Based | Salary: £38,000 - £45,000
Permanent, Full-Time
Are you an experienced Paraplanner?
Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team.
What's on Offer:
Competitive salary, dependent on experience
Company pension
Ongoing training and professional development support
Potential for hybrid working
Supportive and collaborative team environment
Clear opportunities for career progression
Qualifications
Essential:
Previous experience working as a Paraplanner or in a technical financial planning role
Strong understanding of pensions, investments and protection products
Experience producing suitability reports
Good knowledge of FCA rules and financial planning processes
Strong communication and organisational skills
High attention to detail and accuracy
Desirable:
Experience using financial planning tools and software
Experience working within an independent financial advice or wealth management environment
Roles & Responsibilities
Produce suitability reports in line with FCA and regulatory requirements
Carry out research across pensions, investments and protection products
Support advisers with meeting prep and follow-up work
Review client information to help shape suitable financial recommendations
Contact providers to obtain policy details and valuations
Keep client records accurate and up to date
Assist with annual reviews and ongoing client servicing
Ensure all work is completed in line with compliance standards
Stay up to date with product changes and industry updates
Requirements
Manage multiple cases and deadlines effectively
Work accurately under pressure in a busy environment
Build strong working relationships with advisers and clients
Take a proactive approach to problem-solving and case management
Deliver consistently high-quality, compliant work
#J-18808-Ljbffr
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Manchester, NH4 days ago$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...SuggestedContract workFor contractorsWork at officeNorthwestern Mutual
Manchester, NH18 hours ago$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Manchester, NH2 days ago$48k - $100k
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing...SuggestedWork at officeShift workDay shiftBank of America
Manchester, NH4 days ago- Edward Jones in Bedford, NH is hiring an Associate Financial Advisor to work with an established Financial Advisor, serving clients, growing the branch, and positively impacting communities while aligning with firm strategy. The role offers paid training, a support network...Suggested
Edward Jones
Bedford, NH4 days ago - Empower Retirement is seeking a Retirement Plan Advisor to help government and defined contribution participants with retirement readiness and planning. The role conducts presentations, builds partnerships, and works with internal teams to meet service targets across New...
Empower Retirement
Manchester, NH18 hours ago - Northwestern Mutual College Financial Representative internship offers guidance and a framework to build an integrated financial planning practice while you study. You’ll learn by building a client base, working with local and nationwide experts, and leveraging exclusive...Full timeInternshipLocal area
Northwestern Mutual
Manchester, NH18 hours ago - As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry...Work experience placement
Northwestern Mutual NNE
Manchester, NH18 hours ago - 3 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Modern Woodmen of America Managing Partner | Financial Services | Career Coach | Mentor | Hiring in NH, VT, CT, MA, RI Our licensed...Full time
Modern Woodmen
Manchester, NH1 day ago - Build a Business, Not Just a Career Are you a proven professional looking for more ownership, impact, and long-term growth in your career? Commonwealth Financial Group is seeking ambitious, relationship-driven professionals who want to help individuals, families, and business...Work experience placement
Commonwealth Financial Group
Bedford, NH1 day ago - Private Wealth Advisor – Ledyard Wealth Management Join Ledyard’s Wealth Management team as a Private Wealth Advisor and help high‑net‑worth individuals, families, and business owners navigate their most important financial decisions. Serving clients with more than $1 ...Full time
Ledyard Bank
Bedford, NH4 days ago - This job posting is anticipated to remain open for 30 days, from 15-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first...Full timeTemporary workFlexible hours
Edward Jones
Bedford, NH2 days ago - Job Description Job Description The College Financial Representative at Northwestern Mutual Northern New England help their clients live more and worry less through our personalized approach to financial planning. As a student, they have the chance to firsthand test...Internship
Northwestern Mutual
Manchester, NH28 days ago $90k - $120k
Job Description Job Description Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first. We're looking...Temporary workBrophy Wealth Management, LLC
Bedford, NH2 days ago- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Manchester, NH18 hours ago - This job posting is anticipated to remain open for 30 days, from 15-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first...Full timeTemporary workWork at officeLocal areaFlexible hours
Edward Jones
Bedford, NH18 hours ago $1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Manchester, NH1 day ago- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Regular Full Time Professional Bedford, NH, US Join Ledyard’s Wealth Management team as a Private Wealth Advisor ...Full time
$20.54 - $29.42 per hour
Herzing University in Manchester, NH is seeking a Financial Aid Advisor to assist a diverse student population through the financial aid process. This role includes responsibilities such as guiding students through funding options and providing comprehensive support via...Remote jobHourly payWork at office$75k - $85k
Job Description Job Description About Arcadia Financial At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it’s Saturday. Our world-class, five-star firm caters to the ‘millionaire next door,’ providing...Temporary workFlexible hoursArcadia Financial Group
Manchester, NH27 days ago- Operational Risk Manager (ORM) The Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual...Work at officeRemote work2 days per week
Securitas
Manchester, NH4 days ago - A dynamic financial services firm in New Hampshire is looking for passionate individuals to conduct virtual consultations and help secure families’ financial well-being. This role offers flexibility with a work-from-home option and opportunities for personal and professional...Work from home
AO Garcia Agency
Derry, NH4 days ago - Job Description:Financial Planning ConsultantTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Merrimack, NH Regional Center.Is it time to explore new challenges in your career?The Financial Planning Consultant...Full time
$77.88k - $127.94k
Hiring Range: $77,878 - $127,942The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see ...Interim role- Aogarciaagency in Derry, New Hampshire is seeking passionate individuals for a flexible career focused on securing families' financial well-being. This role allows you to conduct virtual consultations and build lasting relationships with clients. You will benefit from ...Remote workWork from homeFlexible hours
Aogarciaagency
Derry, NH4 days ago - Job Description:NOTE: Fidelity will not provide sponsorship for this position.The RoleAre you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment...Full timeWork experience placement
- A leading financial services firm based in Derry, New Hampshire, is seeking a passionate individual for a dynamic role focusing on helping families secure their financial well-being. The role offers flexibility with the option to work from home and requires conducting virtual...Remote jobWork from home
- Job Description:Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles...Full time
$70k - $80k
Cash Management Service Teller With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing...Flexible hoursLoomis US
Londonderry, NH4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Pensions Paraplanner. Be the first to apply!
