Paraplanner
Manchester Hybrid, 3 days office and 2 from home
Our Award-Winning Client has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser.
The companies Paraplanners play a key role in the delivery of high-quality client outcomes.
This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.
Reward Package
£45k – £48k Region Salary (Bonuses and regular salary reviews)
35 hours per week Hybrid Working (3 days Office and 2 days at Home – full-time employee)
25 days holiday plus Bank Holidays.
1 x holiday – Birthday holiday
Loyalty holidays with continued service.
Christmas Closure (need to retain 3 days from allowance).
Profit Sharing Scheme.
Pension (auto-enrolment, then increasing dependent on length of service).
Private Medical Insurance (after 12 months).
Life Assurance.
Long Term Service Awards.
Fully funded company social events summer and winter.
Generous Study/Training Program.
Skills & Experience
- Minimum of 3 years experience at a Paraplanner level.
- Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills.
Key Responsibilities
Financial Planning & Analysis
- Conduct triage to identify information required to compile each financial plan recommendation.
- Identify areas for planning.
- Discuss and establish client objectives with the financial adviser.
- Analyse client fact-finds to identify needs, priorities and potential solutions.
- Conduct research on financial products, providers and market trends.
- Perform cashflow modelling and scenario analysis.
- Liaise with the clients legal and tax advisers if appropriate.
- Consider current and future allocation of assets for investment strategy with regard to clients risk profile and their objectives.
- Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
- Liaise with the Administration teams to ensure any recommendations are correctly implemented.
Technical, Risk & Compliance
- Provide technical expertise across pensions, investments, protection, and financial planning.
- Ensure all recommendations are compliant with FCA regulations and company procedures.
- Keep up to date with legislative and market changes.
- Maintain accurate and up-to-date client records.
- Liaise with providers, platforms, and internal teams to progress cases.
Adviser Support
- Work closely with Financial Advisers to develop appropriate strategies for clients.
- Attend client meetings when required to support technical discussions.
- Assist in preparing review packs and client documentation.
Salary: £45000 – £48000/annum PLUS BONUS & REG PAY REVIEWS
Job Type: Permanent
Location: Manchester, Greater Manchester
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