Senior Paraplanner

3 months ago

Manchester, United Kingdom Stratton Wealth Management Full time

As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management.


As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.


You will be responsible for analysing the client’s current financial position, assessing how to best meet the needs and objectives of the client and devising an appropriate strategy to be implemented. You will deliver your analysis and strategy within well-structured and concisely written suitability reports. As we strongly believe in a collaborative approach you will work closely with the administration team, adviser’s and key stakeholders as well as building relationships with clients, product providers and investment managers in order to deliver the highest quality of advice.


You will be a passionate and conscientious individual who embraces our holistic and bespoke approach to advice, building long-lasting and trusted relationships with our clients. The paraplanning function ensures that our client’s investment portfolios are efficiently managed and you will be key in delivering this.


Responsibilities:


  • Carry out research and analysis
  • Write suitability reports and letters
  • Carry out annual review analysis and reporting
  • Mentoring/training/support of paraplanners.
  • Client and adviser contact
  • Provider contact / business submission
  • Ensure client queries are appropriately investigated and accurate responses given
  • Assist with client meetings
  • Obtain Illustrations, cash flow modelling, quotes and supporting literature
  • Ensure all client work is compliant and supported with relevant paperwork
  • Manage and update our back-office data


The candidate:


In a constantly changing regulatory framework, the candidate needs to be adaptable. They need to be able to cope with a fast paced and deadline driven environment and be able to manage multiple cases and workload. Given our clients are typically high-net-worth, you will be dealing with significant investment portfolios, and therefore we require an extremely conscientious and organised individual, with a strong understanding of mathematics and an analytical mindset.


  • Have a minimum of four years relevant experience.
  • Have a CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification.
  • Used to dealing with high-net-worth clients
  • Have a strong understanding of financial products and services
  • Have the ability to assess suitability in line with client’s goals
  • Have strong analytical skills, specifically analysing financial records and providing technical commentary
  • Act with honesty and integrity
  • Have strong organisational skills with the ability to manage multiple cases at any one time.
  • Have excellent interpersonal skills, both written and verbal.
  • Have a high level of accuracy and strong attention to detail.
  • Have a working knowledge of office software including: Outlook, Word, Excel and back office systems
  • Be willing to undertake other such duties and responsibilities as determined by the company
  • Be willing to work additional hours if required, subject to prior agreement
  • Be able to work within a team and also demonstrate the ability to work independently


The company reserves the right to vary or amend duties and responsibilities of the post holder at any time according to the needs of the Company.


Benefits:


  • Competitive annual salary
  • 33 days holiday, including bank holidays
  • Employer pension contributions of 3%
  • Death in Service
  • Exam support


If this sounds like the perfect role for you, please apply with your CV and covering letter. As LinkedIn only allows for one document upload per application, we'd recommend appending your cover letter to the end of your CV, and saving as a single document.

  • Senior Paraplanner

    3 months ago

    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

  • Senior Paraplanner

    4 weeks ago

    Manchester, United Kingdom Stratton Wealth Management Full time

    Job Description As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office. You will...

  • Senior Paraplanner

    2 days ago

    Manchester, United Kingdom Ferguson Dean Limited Full time

    About the Role">We are seeking a skilled Paraplanner to take on a leadership position within our team. As a Paraplanning Manager, you will be responsible for crafting high-quality financial plans and suitability reports.The ideal candidate will have excellent leadership skills, proven experience in financial planning, and a strong understanding of regulatory...

  • RBC Brewin Dolphin

    4 weeks ago

    Manchester, United Kingdom Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We have an excellent opportunity for a Paraplanner to join the team in Manchester. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to client planning scenarios. You will analyse our clients' aims and needs to construct solutions...

  • Senior Financial Planning Specialist

    1 month ago

    Manchester, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.Key ResponsibilitiesPrepare and administer financial plans and reports, providing technical...

  • Senior Financial Planner

    6 days ago

    Manchester, United Kingdom Page Personnel Sales Full time

    About the RoleWe are looking for a highly skilled and experienced Senior Paraplanner to join our team in Manchester. As a key member of our financial advisory team, you will be responsible for preparing and administering financial plans and reports, as well as providing technical support to our advisers and client service team.ResponsibilitiesPrepare and...

  • Senior Manager, Quality Management

    1 month ago

    Stockport, Greater Manchester, United Kingdom Medlock Partners Ltd Full time €60,000

    26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing...

  • Strategic Wealth Planner

    4 weeks ago

    Manchester, United Kingdom Stratton Wealth Management Full time

    Job SummaryWe are seeking an experienced Senior Paraplanner to join our team at Stratton Wealth Management. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for delivering high-quality advice to high-net-worth clients.The successful candidate will be responsible for analyzing client financial positions,...

  • Paraplanner

    3 weeks ago

    manchester, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.Our Client provides advice on a wide range of areas including Investment Management, Retirement...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since. Our Client provides advice on a wide range of areas including Investment Management, Retirement...

  • Senior Financial Services Administrator

    1 month ago

    Manchester, United Kingdom Medlock Partners Ltd Full time

    Role OverviewMedlock Partners Ltd is seeking an experienced IFA Administrator to join their team. The successful candidate will provide administrative support to a team of Senior Paraplanners and Financial Planners, ensuring the smooth operation of the firm's financial planning services.Key ResponsibilitiesProcess new business, providing client illustrations...

  • Senior Employee Benefits Consultant

    3 days ago

    Manchester, United Kingdom Alexander Lloyd Full time

    Senior Employee Benefits ConsultantAt Alexander Lloyd, we are delighted to be partnered with a longstanding client to support growth within their team heading into 2025. They are a smaller but established employee benefits & pensions intermediary, searching for an experienced Senior EB Consultant. Role & Responsibilities:Manage a portfolio of SME clients,...

  • Senior Manager, Financial Planning

    3 weeks ago

    Stockport, Greater Manchester, United Kingdom Forrest Recruitment Full time €60,000

    Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm. ...

  • Senior Financial Planner Assistant

    2 weeks ago

    Manchester, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planner Assistant to join our team at NJR Recruitment. This is an exciting opportunity for a motivated and organized individual to work with a well-established boutique firm of Chartered Financial Planners based in Manchester City Centre.Salary and BenefitsThe successful candidate can expect a...

  • Senior IFA Administrator

    4 weeks ago

    Manchester, United Kingdom CV-Library Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant   26 days holiday, You will receive an additional days leave on your Birthday Full exam support Death in service Hybrid working (3 days from home)     Our client are a highly progressive and buoyant Firm of...

  • IFA Administrator

    4 weeks ago

    Manchester, United Kingdom CV-Library Full time

    IFA Administrator £28-32K depending on experience Manchester City Centre    Tired of working for a large corporate & feeling unappreciated?    Wanting to progress your career but not given the opportunity?    This opportunity could be the chance to kick-start your Wealth career…. A city centre Manchester...

  • Senior Financial Support Assistant

    4 weeks ago

    Manchester, United Kingdom Merje Full time

    We are seeking a skilled Paraplanner to provide essential support to our Wealth Management firm’s advisers. This role involves collaborating with our team to ensure the preparation and administration of client recommendations are completed efficiently and accurately.Key responsibilities include:Liaising with advisers to provide expert supportPreparing...

  • Senior IFA Administrator

    2 weeks ago

    Manchester,, Greater Manchester, United Kingdom Medlock Partners Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...

  • Senior IFA Administrator

    2 weeks ago

    Manchester, United Kingdom Medlock Partners Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...

  • Senior IFA Administrator

    2 weeks ago

    Manchester, United Kingdom Medlock Partners Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...