Job Title: Paraplanner
Location: Manchester
Salary: £50k DOE
Are you a detail-oriented and dedicated Paraplanner looking to elevate your career with an industry-leading business that prioritises its people? Join our dynamic team in Manchester, where your expertise will drive our success and your growth will be nurtured.
About Us:
We are a successful, industry-leading wealth management firm renowned for our commitment to excellence and innovation. Our core value is to prioritise our people, fostering a supportive and empowering environment that allows our team to thrive both personally and professionally.
Role Overview:
As a Paraplanner, you will play a crucial role in supporting our financial advisers by preparing detailed and accurate financial plans, reports, and recommendations. Your analytical skills and meticulous attention to detail will ensure the highest standards of service for our valued clients.
Key Responsibilities:
- Collaborate with financial advisers to understand client needs and objectives.
- Prepare comprehensive financial plans and reports, including cash flow analysis, retirement planning, and investment strategies.
- Conduct thorough research and analysis on financial products and solutions.
- Ensure compliance with industry regulations and company policies.
- Maintain accurate and up-to-date client records.
- Participate in client meetings as needed to provide technical support and insights.
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent).
- Previous experience in a paraplanning role.
- Strong analytical and research skills.
- Excellent attention to detail and accuracy.
- Proficiency with financial planning software and Microsoft Office Suite.
- Strong communication skills, both written and verbal.
- Ability to work independently and as part of a team.
What We Offer:
- Competitive basic salary up to £50k and benefits package.
- A supportive and collaborative work environment.
- Opportunities for professional development and career progression.
- Flexible/hybrid working arrangements.
- A vibrant and central Manchester office location.
Apply now and take the next step in your career with us!