Financial Paraplanner

4 weeks ago

Manchester, United Kingdom Page Personnel Sales Full time
About Our Client

We are a leading financial services firm based in central Manchester, renowned for our commitment to delivering exceptional service to clients and fostering a culture of excellence and development.

As a respected player in the industry, we have earned numerous awards for our expertise in financial planning. Our team is dedicated to providing top-notch support to clients, and we offer a range of opportunities for career growth and professional development.

Job Description

We are seeking a highly skilled Senior Paraplanner to join our team. As a key member of our financial advisory team, you will be responsible for:

  • Providing technical support to our advisers, client service team, and other teams as needed
  • Preparing suitability letters and presentation packs for clients, ensuring all paperwork is compliant
  • Conducting research to identify suitable financial solutions and areas for planning for clients
  • Assisting in the implementation of agreed financial plans
  • Maintaining up-to-date knowledge of financial products, industry changes, and legislation

The ideal candidate will have:

  • A Level 4 qualification as a minimum, with a strong desire to study or achieve chartered status
  • Proven experience in a paraplanning role, with excellent communication and relationship-building skills
  • A proactive and detailed approach, with strong report writing skills
  • Knowledge of Intelligent Office, FE Analytics, Selectapension, and Cash Calc systems
What's on Offer

As a Senior Paraplanner, you will enjoy:

  • A competitive salary based on experience and level of qualification
  • An inclusive and supportive company culture
  • 25 days of holiday leave, plus birthday off
  • A 35-hour week
  • A quarterly bonus scheme
  • A company pension scheme
  • Private medical and life assurance
  • Social events
  • Study support and career development opportunities
  • Home working available two days a week

We encourage talented individuals who believe they fit the profile to apply for this exciting opportunity in the financial services industry.

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