Paraplanner, Manchester, Hybrid Working, up to £45,000 per annum


About:

You'll be working for a leading Wealth Management company in Manchester firm who are dedicated to providing exceptional wealth management solutions to their clients. With a commitment to excellence and a client-centric approach, they strive to offer comprehensive financial planning and advisory services.


Role Overview:

We are seeking a skilled Paraplanner to join our dynamic team. The ideal candidate will play a crucial role in supporting our financial advisors by conducting research, preparing reports, and providing technical expertise in crafting financial plans. This position offers the opportunity for professional growth and development within a supportive and collaborative environment.


Responsibilities:

• Collaborate with financial advisors to gather client information and assess their financial needs and goals.
• Conduct in-depth research on investment products, market trends, and financial regulations.
• Prepare comprehensive financial reports, including cash flow analysis, investment portfolio summaries, and risk assessments.
• Assist in the development and implementation of tailored financial plans in line with client objectives and regulatory requirements.
• Generate accurate and compliant documentation to support client recommendations and proposals.
• Maintain up-to-date knowledge of industry regulations, compliance standards, and best practices.

Requirements:

• Level 4 Diploma in Regulated Financial Planning or equivalent 
• Previous experience working as a Paraplanner within the financial services industry.
• Strong understanding of financial planning concepts and investment products.
• Proficiency in financial software and tools (e.g., cash flow modeling, research platforms).
• Excellent analytical skills with attention to detail.
• Ability to communicate complex financial information clearly and effectively.

Details & Benefits:

• Competitive salary up to £45,000 per annum based on experience and qualifications.
• Hybrid working model combining remote and office-based work for a flexible schedule.
• Opportunities for career advancement and professional development.
• 4 x Death In Service 
• AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
• Private Medical Insurance

Next Steps:

Please apply and we'll provide feedback

Or contact richard@recruitment22.co.uk if you're unsure whether to apply, or if you're seeking more information