Paraplanner
Manchester City Centre
Salary: £30,000 - £40,000
Financial advisory firm based in the heart of Manchester City Centre. Our team is dedicated to providing financial advice. This financial services firm enjoys seeing their staff progress and develop their career within the organisation.
You will be working as part of the Paraplanning team and supporting the office-based Financial Advisors.
The Role:
The Financial Services firm is looking for an experienced Paraplanner to join our dynamic team. This role will involve preparing high-quality suitability reports, supporting financial advisers, and ensuring the delivery of excellent client service. As part of our team, you will play a vital role in the advice process, contributing to the success of both the firm and our clients.
Key Responsibilities:
1. Preparing detailed and compliant suitability reports across a range of financial planning areas, including pensions & investments.
2. Conducting research and analysis to support recommendations made by advisers.
3. Reviewing and interpreting client fact finds, risk profiles, and existing financial arrangements.
4. Ensuring all reports meet FCA regulatory requirements and the firm’s internal standards.
5. Liaising with financial advisers to clarify advice and ensure alignment with client objectives.
6. Staying up to date with financial products, industry trends, and regulatory changes.
Experience:
1. Experience as a Paraplanner or in a similar role within financial services.
2. Diploma in Financial Planning (DipPFS) or progress toward achieving this qualification.
3. Strong knowledge of financial products, especially pensions & investments.
4. Excellent written and verbal communication skills, with the ability to articulate complex information clearly.
5. High level of attention to detail and a strong sense of accountability.
6. Competence in financial planning software i.e. FE Analytics & Cashcalc.
What We Offer:
1. Competitive salary.
2. Opportunities for professional development.
3. Situated near the main train station in Manchester City Centre.
How to Apply:
If you are an experienced Paraplanner looking for your next opportunity in Manchester City Centre and a forward-thinking and supportive environment, we’d love to hear from you! Please click to apply and send your CV.
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