At a Glance
- Tasks: Create clear financial planning reports and conduct thorough research for tailored client solutions.
- Company: Values-driven financial planning firm focused on enriching lives through independent advice.
- Benefits: Up to £38,000 salary, 28 days holiday, wellness support, and hybrid working options.
- Other info: Opportunity for personal development and career growth in a supportive environment.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Strong analytical skills and attention to detail in financial planning.
The predicted salary is between 41850 - 51150 £ per year.
North Manchester Based Hybrid Working (2 Days WFH)
Up to £38,000 DOE
28 Days Holiday + Bank Holidays
Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services.
My client believes financial planning is about more than just advice. It’s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.
Responsibilities
- Accurately interpret adviser-client files to fully understand client objectives and adviser instructions, transforming them into clear and compliant Financial Planning Reports.
- Conduct thorough research and analysis to identify the most appropriate products, providers, and investment funds tailored to each client’s needs.
- Collaborate closely with the Technical Team Leader to ensure all paraplanning activity is aligned and clearly communicated.
- Liaise with the Compliance Team for any cases requiring pre-sale approval, ensuring adherence to internal and regulatory standards.
- Prepare detailed Financial Planning Reports within agreed timelines, ensuring precision in spelling, structure, and presentation.
- Maintain accurate and up-to-date records on the paraplanning log and other internal systems.
- Take ownership of your professional development through a Personal Development Plan, maintaining performance standards and expanding technical knowledge.
Paraplanner in Euxton employer: Integro Partners
Join a progressive independent financial advice business that values work-life balance and offers flexible working arrangements, including three days from home. With a strong commitment to employee growth, you will have access to a comprehensive staff benefit scheme and opportunities to develop your skills in a supportive environment. This company fosters a collaborative culture where your contributions are valued, making it an excellent place for motivated Paraplanners to thrive.
