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For Companies At a Glance
- Tasks: Prepare financial plans and support advisers in delivering high-quality advice.
- Company: A forward-thinking financial planning firm in South Manchester.
- Benefits: Competitive salary, annual bonus, private medical insurance, and hybrid working options.
- Why this job: Clear pathway to become an Adviser while gaining valuable experience.
- Qualifications: Experience as a Paraplanner and a desire to grow into an Adviser role.
- Other info: Supportive environment with strong career development opportunities.
The predicted salary is between 40000 - 56000 £ per year.
Location: South Manchester
Salary: £40,000+ DOE
Working Pattern: Mainly office-based | Up to 2 days WFH considered
I’m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit a Paraplanner with ambitions to move into an Adviser role over time. This is a strong opportunity for someone seeking a clear development pathway, working closely with an Adviser as part of a pod-style structure.
The Opportunity
- Join the business as a Paraplanner with a defined progression pathway into advising
- Work closely with an Adviser who is building their own client pod
- Gain increased exposure to the advice process and client interactions
- Develop the skills and experience needed to move into an Adviser role long term
The Role
Your initial focus will be on paraplanning and technical support, including:
- Preparing suitability reports, financial plans and client recommendations
- Conducting research across pensions, investments, protection and tax planning
- Supporting adviser meetings and follow-up documentation
- Working closely with the Adviser and wider team to deliver high-quality advice
- Gradually increasing client exposure as your experience develops
Salary & Benefits
- Salary of £40,000+ DOE
- Annual salary review each summer
- Annual bonus linked to a percentage of company profits
- Private medical insurance
- Company pension scheme
- Hybrid working available (up to 2 days WFH), though the business is mainly office-based
If you’re a Paraplanner based in or around South Manchester who is keen to develop towards an Adviser role within a supportive and structured environment, please apply or get in touch for more details.
Paraplanner in Cheadle Hulme employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cheadle Hulme
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Understand their values and how they operate. We recommend practising common interview questions and even doing mock interviews with friends or family to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether in person or virtually, make sure to highlight your paraplanning experience and any relevant projects. We want to see how you can add value to their team and help them grow.
✨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 always looking for passionate individuals ready to take the next step in their careers. Let’s make it happen together!
We think you need these skills to ace Paraplanner in Cheadle Hulme
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that align with the job description, like preparing suitability reports and conducting research. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about moving into an Adviser role and how your background makes you a great fit for our firm. Keep it engaging and personal – we love to see your personality!
Showcase Your Ambition: In your application, let us know about your ambitions to grow within the company. Mention any relevant training or qualifications you have, and express your eagerness to learn from our Advisers. We’re all about supporting your development!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're serious about the Paraplanner role and ready to support an Adviser.
✨Show Your Ambition
Since this position has a clear progression into advising, let them know about your career aspirations. Talk about why you want to move into an Adviser role and how you plan to get there. This will demonstrate your commitment to growth within the company.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. Inquire about the team structure, the support you'll receive as you transition into advising, or how success is measured in the role. This shows you're engaged and genuinely interested in the opportunity.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or mentor. Focus on articulating your experience in preparing suitability reports and supporting adviser meetings. The more comfortable you are discussing your skills, the better you'll perform in the actual interview.
