Paraplanner
Increase your chances of an interview by reading the following overview of this role before making an application.
Greater Manchester (Office-Based)
£30,000 – £45,000 per annum + Benefits
Full-Time | Permanent
Are you an experienced Paraplanner looking to join a dynamic and supportive financial planning firm? We're hiring for a dedicated Paraplanner to join a respected practice in Greater Manchester. This is a fantastic opportunity to work alongside a collaborative team and contribute to delivering high-quality advice to clients.
Key Responsibilities:
Provide technical research and analysis to support financial planning recommendations.
Draft high-quality suitability reports across a range of financial planning areas.
Carry out product comparisons, quotations, and documentation preparation.
Support advisers with financial modelling and meeting preparation.
Keep internal systems and client records fully up to date and compliant.
? Ideal Candidate Profile:
Experience working in a paraplanning or technical support role within a financial services firm.
Actively working towards, or already holding, a Level 4 financial qualification (e.g. DipPFS, DipFA).
High standard of written communication with excellent attention to detail.
Comfortable managing multiple priorities in a deadline-driven environment.
Strong IT skills and confidence using financial planning software/tools.
Interested in this opportunity?
If you'd like to learn more about this role or feel it's a good fit for your experience, feel free to reach out directly. I'm always happy to have a confidential chat.
Email:
Phone: 07425 104180
Alternatively, click apply now and I'll be in touch to discuss the next steps.
Our clients and their customers come from diverse backgrounds and so do we. We hire our people from various walks of life, each of whom make our company stronger with their talent, uniqueness, and expertise. This is what makes our company special; if you want to help us grow and take this ethos to our clients, then we cannot wait to collaborate with you!
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