Job Title: Paraplanner
Location: Sale, Greater Manchester
Company: Independent Financial Advisors
About Us:
Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. The small team operate as an employee-owned company, giving every team member the opportunity to own shares and actively participate in shaping the future of their business.
The Opportunity:
We are seeking a motivated and adaptable Paraplanner to join their team. This is an exciting long-term opportunity for someone looking to develop their career within a supportive and innovative environment. Their current Paraplanner is embarking on an exciting travel adventure, which has created an opening for a new team member to step into this key role.
Why Join Us?
- Employee Ownership: As an employee-owned company, you'll have the opportunity to become a shareholder and increase your holding as the company grows. They believe in rewarding commitment and success, giving you a real stake in their future.
- Career Progression: They are committed to your professional development. There is potential to progress to a Financial Advisor role in the future, as demonstrated by their recent internal promotion.
- Collaborative Culture: Everyone in the company has a voice. They hold regular team meetings where all staff contribute to decision-making and business operations. Your ideas and input will be valued and encouraged.
- Flexible Role: They are open to shaping this role around the right candidate. Whether you prefer a focus on client interaction or want to dive deep into the technical aspects of Paraplanning, they will work with you to design a role that suits your strengths and aspirations.
- Innovative Tools: They use cutting-edge Paraplanning software that incorporates AI, streamlining tasks and allowing you to focus on delivering the best outcomes for clients.
About You:
- You have experience as a Paraplanner and a strong understanding of financial planning processes.
- You are detail-oriented, with excellent analytical and report-writing skills.
- You are proactive and eager to contribute to a growing business.
- You are a team player who values collaboration and open communication.
- Ideally you will be Level 4 Qualified or working towards this. However, experienced Paraplanners who have not taken the exams will also be considered
On offer:
- Basic salary of up to £40,000 plus company benefits
- Hybrid working from their office in Sale, Greater Manchester
- Plenty of opportunity to progress your career
- Share Options
What's Next?
If you're looking for a role where you can make a real impact, grow your career, and be part of a supportive, employee-owned company, we'd love to hear from you. Whether you're an experienced Paraplanner or someone looking to take the next step in your financial services career, this could be the perfect opportunity