At a Glance
- Tasks: Deliver complex financial planning support and collaborate with advisers to achieve client goals.
- Company: Join Pareto Financial Planning, part of K3 Advisory Group, in a dynamic hybrid work environment.
- Benefits: Enjoy 25 days holiday, profit sharing, private medical insurance, and a generous training programme.
- Other info: Experience a vibrant workplace culture with social events and excellent career growth opportunities.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a supportive team.
- Qualifications: 4+ years as a Paraplanner, ideally Diploma 4 qualified, with strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our 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.
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 client’s legal and tax advisers if appropriate.
- Consider current and future allocation of assets for investment strategy with regard to client’s 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.
Skills & Experience
- Minimum of 4 years’ experience at a Paraplanner level.
- Ideally, Diploma 4 qualified in Regulated Financial Planning with excellent analytical and report‑writing skills.
Reward Package
- 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.
Paraplanner in Manchester employer: K3 Advisory Group
At Pareto Financial Planning, part of K3 Advisory Group, we pride ourselves on being an exceptional employer that values the growth and well-being of our employees. Our hybrid working model allows for a balanced work-life integration, while our comprehensive benefits package, including generous holiday allowances and a profit-sharing scheme, ensures that our Paraplanners are rewarded for their hard work. With a strong focus on professional development and a supportive team culture, we empower our staff to excel in delivering high-quality financial planning support to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner 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 K3 Advisory 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 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 K3 Advisory 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 K3 Advisory 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 K3 Advisory 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 K3 Advisory 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 K3 Advisory 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 K3 Advisory 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.
