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- Tasks: Support our CEO with complex financial planning and client correspondence.
- Company: Values-led financial planning firm in Manchester, prioritising integrity and professionalism.
- Benefits: Competitive salary, hybrid working, and a supportive office environment.
- Why this job: Gain unique experience working closely with a Chartered Financial Planner on meaningful client cases.
- Qualifications: Proven paraplanning experience and strong organisational skills required.
- Other info: Join a dynamic team where your commitment and initiative are truly valued.
The predicted salary is between 36000 - 45000 £ per year.
Location: Manchester Spinningfields (With a move to hybrid once signed off – 50% office / 50% home over 2 weeks)
Contract: Full-time, permanent
Salary Banding: £36,000 to £45,000
About KBA Financial Services
KBA Financial Services is a values-led Financial Planning firm based in Manchester. We work with individuals, families, business owners and company directors with complex financial needs, delivering thoughtful, long-term financial planning built on trust and clarity. Our values — Integrity, Energy, Commitment and Courage — underpin how we work with our clients and how we support one another.
This role offers a unique opportunity to work one-to-one with our CEO, Sarah, who is also a Chartered Financial Planner and a Fellow of the Personal Finance Society. Sarah specialises in supporting complex and rewarding client work at the highest level of the business.
The Role
We are seeking an experienced Paraplanner to act as the personal paraplanner to Sarah (CEO & Financial Planner). This is a trusted, high-responsibility role supporting all aspects of Sarah’s client work and enabling her to focus on advice delivery and leadership.
You will be embedded in Sarah’s client workflow, taking ownership of paraplanning activity, client correspondence and technical preparation. The role requires discretion, excellent organisation and confidence working autonomously with complex cases.
Key Responsibilities
- Personal Paraplanning Support
- Provide dedicated paraplanning support exclusively to Sarah and her clients.
- Prepare and maintain financial plans for clients with complex needs, including business owners and company directors.
- Draft detailed and compliant suitability reports, tax reports and financial planning documentation.
- Conduct technical research across pensions, investments, protection and estate planning.
- Client Communication
- Manage and draft client email correspondence on behalf of Sarah.
- Ensure communications are clear, accurate, professional and aligned with KBA’s values.
- Support the ongoing client relationship through proactive, organised engagement.
- Systems & Technical Tools
- Use Intelligent Office (IO) as the core CRM to manage client records, workflows and compliance.
- Support cashflow forecasting and long-term planning modelling.
- Use systems including Voyant, FE Analytics and PensionLab as part of the advice process.
- Maintain accurate records and ensure all work meets regulatory and internal standards.
- Organisation & Workflow Management
- Act as a key organisational support to a busy CEO/Financial Planner.
- Confidently manage diaries, emails and tasks using Office 365.
- Prioritise workload effectively in a fast-paced, high-trust environment.
- Ensure all client work is delivered accurately and on time.
- Development & Culture
- Support trainee financial planners by sharing examples of client work and best practice.
- Act as a role model for professionalism, attention to detail and client care.
- Embody KBA’s values of Integrity, Energy, Commitment and Courage in day-to-day work.
About You
- Proven experience in an experienced paraplanner role within a financial planning firm.
- Strong experience supporting complex client cases, including business owners and directors.
- Extensive experience drafting financial plans, tax reports and suitability reports.
- Highly organised, proactive and comfortable working autonomously.
- Confident using a PC and common office software (e.g. Microsoft Office/Teams), with strong IT literacy and the ability to quickly learn new systems.
- Discreet, professional and comfortable working in close partnership with a senior leader.
- Experience with cashflow forecasting tools.
- Familiarity with Voyant, FE Analytics and PensionLab.
Why Join KBA?
- A rare opportunity to work one-to-one with a CEO & Chartered Financial Planner in a trusted paraplanning partnership.
- Exposure to complex, meaningful client cases.
- A genuinely values-driven firm where integrity and professionalism matter.
- Hybrid working with a supportive Manchester office base.
- A role where commitment and initiative are recognised and valued.
Experienced Paraplanner in Manchester employer: KBA FS Ltd
Contact Detail:
KBA FS Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at KBA Financial Services. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching KBA's values and how they align with your own. Be ready to share examples of how you've embodied integrity, energy, commitment, and courage in your previous roles.
✨Tip Number 3
Showcase your skills during the interview! Bring along examples of your paraplanning work, like suitability reports or financial plans, to demonstrate your expertise and attention to detail.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the KBA team.
We think you need these skills to ace Experienced Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a paraplanner. We want to see how your skills align with the specific needs of our CEO and the complex client cases you'll be handling.
Showcase Your Values: At KBA, our values are super important to us. When writing your application, reflect on how you embody Integrity, Energy, Commitment, and Courage in your work. This will help us see if you're a good fit for our team!
Be Clear and Professional: Your written communication should be spot on! Ensure that your application is clear, concise, and free from errors. This is your chance to demonstrate the professionalism we expect when managing client correspondence.
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 this exciting opportunity to work closely with our CEO.
How to prepare for a job interview at KBA FS Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around complex cases involving business owners and directors. Familiarise yourself with the tools mentioned in the job description, like Intelligent Office and cashflow forecasting tools, so you can speak confidently about your experience.
✨Embody the Values
KBA Financial Services values integrity, energy, commitment, and courage. Think of examples from your past work where you've demonstrated these qualities. Be ready to share how you align with their values during the interview, as this will show you're a great cultural fit.
✨Prepare for Technical Questions
Expect questions that dive deep into your paraplanning skills, particularly around drafting suitability reports and conducting technical research. Prepare specific examples of your previous work that highlight your attention to detail and ability to manage complex client needs.
✨Showcase Your Organisational Skills
Since this role involves supporting a busy CEO, be prepared to discuss how you manage your workload and prioritise tasks effectively. Share strategies you've used in the past to stay organised, especially in fast-paced environments, to demonstrate your capability in this area.
