An exciting opportunity has arisen for an experienced Paraplanner to join a well-regarded financial advisory firm in the heart of Manchester. This role offers the chance to develop your career within a growing, dynamic team, where you'll contribute to delivering exceptional financial advice and support to clients across the UK.
In this office-based role, you'll be part of a dedicated Paraplanning team, where you'll work closely with advisers to provide high-quality research, analysis, and suitability reports, predominantly relating to pensions and investments. The ideal candidate will have at least one year of Paraplanning experience, with a preference for expertise in pensions and pension switching.
Key Responsibilities
- Conducting research related to pensions and investments and preparing suitability reports.
- Collaborating with the New Business/Wealth Management advisers to ensure excellent client outcomes.
- Actively contributing to process improvements to enhance operational efficiency.
- Undertaking continuous professional development (CPD) to stay up to date with industry changes.
What We're Looking For
- Minimum 1 year of Paraplanning experience, preferably within pensions or pension switching.
- Experience within a financial advisory firm is highly desirable.
- Strong organisational skills with the ability to manage competing workloads effectively.
- Exceptional analytical and problem-solving abilities.
- High attention to detail and the ability to produce accurate, compliant financial reports.
- Proficiency in financial planning software (Intelligent Office, Dynamic Planner, Genovo, Selectapension is desirable).
- A proactive approach to work and a willingness to develop and grow in the role.
- Working towards or holding a Diploma in Financial Planning.
Our Commitment to You
- A professional, supportive, and friendly work environment with a strong team ethos.
- Excellent opportunities for career progression, with regular appraisals and reviews to support your growth.
- Study support for professional qualifications, including exam leave and a pass bonus.
- Employer pension contributions.
- Private Medical Insurance after the probation period.
- A modern, central office location.
- Regular social events organised by the Staff Social Committee.
Why Join Us?
This is a fantastic opportunity to take the next step in your financial services career, offering both a competitive salary and a range of excellent benefits. As a Paraplanner, you'll be integral to ensuring that clients receive the very best financial advice, working within a team of dedicated professionals in a thriving, supportive environment.
If you are passionate about delivering high-quality support and are looking for a role where you can continue to grow professionally, we would love to hear from you. Apply today to join this award-winning team!
