Paraplanner (Pensions Management)

1 week ago


Sale Greater Manchester, United Kingdom Broadoak Financial Planning Ltd Full time €35,000 - €40,000

Broadoak Financial Planning has an exciting opportunity to join our Wealth Management business based in South Manchester. Broadoak is committed to providing exceptional financial advice and wealth management services to a diverse client base. We are a dedicated and professional team that is passionate about helping clients achieve their financial goals.

We are seeking a trainee or mid-level Financial Paraplanner to support the Financial Planning team. The ideal candidate will be instrumental in report writing and research tasks, enabling the advisors to focus on client engagement and strategy.

Maintain and update client records and databases.
Assist in the preparation of reports and financial statements.
Proficiency in Microsoft Office Suite.
Knowledge of financial products and services is important.

Job Types: Full-time, Permanent

Work Location: Hybrid remote in Sale, M33 3HP



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