Paraplanner

Stratton Wealth Management is a dynamic and growing financial advisory firm based in Manchester. We are known for our collaborative and structured approach to financial planning, providing high-quality, holistic advice tailored to our clients' needs.

At Stratton, we pride ourselves on building strong relationships, ensuring both our clients and employees benefit from a supportive and forward-thinking work environment. As a young and ambitious firm, we are rapidly evolving and investing in both technology and people. We have a highly collaborative team structure, with paraplanners and administrators paired with specific advisers to foster deeper client understanding and more efficient workflow management.

Our commitment to excellence means we are constantly looking for ways to improve, streamline processes, and ensure our employees have access to professional development opportunities.

Main Duties and Responsibilities:

• Conduct detailed research and financial analysis on client portfolios.
• Write suitability reports and recommendation letters.
• Carry out annual review analysis and reporting.
• Work directly with advisers and clients to gather key financial information.
• Obtain illustrations, cash flow modelling, quotes, and supporting literature.
• Ensure compliance standards are met.
• Liaise with providers and assist in the submission of new business.
• Assist with client meetings where necessary.
• Manage and update back-office systems and data records.
• Collaborate with the wider team to enhance business processes and improve efficiency.

The Ideal Employee:

• Minimum of four years relevant experience.
• CII Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong understanding of financial products, investment strategies, and suitability assessment.
• Excellent analytical skills.
• Strong report-writing skills.
• Exceptional interpersonal and communication skills – both verbal and written.
• High levels of accuracy and attention to detail.
• A problem-solving mindset with the ability to adapt to change.
• Proficient in Microsoft Outlook, Word, Excel, and back-office systems.

Why Join Stratton Wealth Management?

At Stratton Wealth Management, we offer an opportunity to be part of something exciting. As a growing firm, we encourage initiative and welcome fresh ideas. We work hard but value collaboration, professional development, and a positive work environment.