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- Tasks: Support Financial Planning Directors by preparing high-quality advice and assisting client meetings.
- Company: Join a growing team in Manchester with a focus on client success.
- Benefits: Salary up to £50k, hybrid working, full exam support, and career progression.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: 2-3 years paraplanning experience or Level 4 qualified with a desire to learn.
- Other info: Collaborative environment with opportunities for variety and challenge.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are level 4 qualified and have a willingness and desire to learn.
This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long‑term financial goals.
What we’re looking for:
- At least 2–3 years’ paraplanning experience
- Strong technical knowledge of UK tax, pensions, and estate planning
- Excellent organisational skills and attention to detail
What’s on offer:
- Hybrid working and a supportive, developmental environment.
- Full exam support to continue progressing your career
- The chance to work alongside a collaborative team of financial planners and paraplanners
If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.
Paraplanner in Manchester employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a great paraplanning role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of UK tax, pensions, and estate planning. Be ready to discuss how you can support clients in achieving their long-term financial goals – that’s what they want to hear!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will demonstrate your attention to detail and ability to thrive in a client-focused role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about supporting your career progression, so let’s get you on board with our fantastic team!
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical knowledge of UK tax, pensions, and estate planning. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can support our team. We love seeing candidates who are eager to learn and grow, so let that enthusiasm come through.
Showcase Your Attention to Detail: In this role, attention to detail is key. When you submit your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their work is polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK tax, pensions, and estate planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare examples of how you would approach these situations, as this will demonstrate your client-focused mindset and problem-solving skills.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational skills, be ready to discuss how you manage your workload and prioritise tasks. You could even share a specific example of a time when your attention to detail made a difference.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the support for career progression, or the types of clients you’ll be working with. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
