At a Glance
- Tasks: Support financial planners with cash-flow modelling and report writing.
- Company: Independent financial advisory firm focused on client-first advice.
- Benefits: Competitive salary up to £45,000, profit share, 25 days holiday, and life assurance.
- Other info: Collaborative office environment with flexibility for the right candidate.
- Why this job: Join a small, proud team where your input truly matters.
- Qualifications: Level 4 qualified paraplanner with strong interpersonal skills preferred.
The predicted salary is between 42500 - 45000 £ per year.
About the Firm
Certain things are important to you. But what about everyone else? Things like independent advice, a client‑first focus and evidence‑based investing. This IFA firm is fiercely independent, fiercely proud to be small and is not set up to sell. You don’t have to worry about being bought out by a firm you wouldn’t have chosen.
Compensation and Benefits
- The bonus scheme reflects a belief that profits are a natural consequence of doing this well.
- You will receive a healthy share of profits (the exact percentage will be discussed in the interview) alongside a competitive salary of up to c£45,000, flexible for the right candidate.
- Life assurance and income protection
- 25 days holiday
- Extra 2‑3 days off over Christmas
Role and Responsibilities
You will work with the firm’s three planners on all paraplanning tasks: cash‑flow modelling, report writing, post‑meeting summaries and other technical matters. The planners work collaboratively, and you will have the opportunity to suggest improvements to their processes.
Qualifications
- Level 4 qualified paraplanner
- Started A‑F papers (preferred; flexibility if you have strong interpersonal skills)
- Experience with cash‑flow modelling, ideally using Voyant
- Knowledge of capital gains tax, investment bond encashments and tapered annual allowance is a plus
Location and Team
The firm is based in Stockport. The team collaborates closely and most colleagues are in the office most days, though some flexibility is offered.
Paraplanner at Independent Financial Advisory Firm in Manchester employer: Broughton Group
As an Independent Financial Advisory Firm, we pride ourselves on our client-first focus and commitment to independent advice, creating a supportive and collaborative work environment in Stockport. Our team enjoys a competitive salary, a generous bonus scheme reflecting our shared success, and ample opportunities for professional growth, all while maintaining a healthy work-life balance with 25 days of holiday plus additional time off during Christmas. Join us to be part of a fiercely independent firm where your contributions are valued and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner at Independent Financial Advisory Firm in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Broughton Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner at Independent Financial Advisory Firm in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Broughton Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Broughton Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Broughton Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broughton Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Broughton Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broughton Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
