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For Companies At a Glance
- Tasks: Conduct research, write reports, and collaborate with clients and advisers.
- Company: Join a dynamic financial advisory firm in Manchester focused on holistic client solutions.
- Benefits: Enjoy a 35-hour work week, professional development opportunities, and a supportive team culture.
- Why this job: Be part of a growing firm that values innovation, collaboration, and employee well-being.
- Qualifications: Four years of experience and a CII Level 4 Diploma in Regulated Financial Planning required.
- Other info: Ideal for those who thrive in a fast-paced, evolving environment.
The predicted salary is between 36000 - 54000 £ per year.
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.
Paraplanner employer: Stratton Wealth Management
Contact Detail:
Stratton Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work at or have connections to Stratton Wealth Management. Attend industry events or join relevant online forums to make valuable contacts that could help you get noticed.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in financial planning. Being knowledgeable about innovative tools and software can set you apart during interviews and show your commitment to improving efficiency in the role.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios a paraplanner might face. This will help you demonstrate your problem-solving mindset and analytical skills effectively.
✨Tip Number 4
Showcase your interpersonal skills by preparing examples of how you've successfully collaborated with teams in the past. Highlighting your ability to work well with advisers and clients will resonate with Stratton's emphasis on strong relationships.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, particularly in financial planning and analysis. Emphasise your CII Level 4 Diploma and any specific skills that align with the job description, such as report writing and analytical abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory work and your understanding of Stratton Wealth Management's values. Mention how your experience aligns with their collaborative approach and commitment to excellence.
Highlight Relevant Skills: In your application, specifically mention your proficiency in Microsoft Office and any back-office systems you have used. Detail your analytical skills and problem-solving mindset, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your documents reflect high levels of accuracy and attention to detail, which are essential for a paraplanner.
How to prepare for a job interview at Stratton Wealth Management
✨Showcase Your Analytical Skills
As a paraplanner, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted financial analysis or research in the past. Highlight your ability to interpret data and make informed recommendations.
✨Demonstrate Your Report-Writing Ability
Since writing suitability reports is a key responsibility, bring samples of your previous work if possible. Discuss your approach to report writing and how you ensure clarity and compliance in your documents.
✨Emphasise Team Collaboration
Stratton Wealth Management values a collaborative environment. Share experiences where you've worked closely with advisers or other team members to achieve a common goal. This will show that you can thrive in their team-oriented culture.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to answer questions about your understanding of compliance standards and how you've ensured adherence in your previous positions. This will demonstrate your commitment to maintaining high professional standards.
