At a Glance
- Tasks: Prepare detailed reports and support financial planners with complex client cases.
- Company: A growing financial planning firm in Manchester City Centre.
- Benefits: Salary up to £45k, comprehensive benefits, and ongoing training.
- Other info: Opportunity to work with High-Net-Worth clients and advance your career.
- Why this job: Join a collaborative team and enhance your skills in financial planning.
- Qualifications: Experience in paraplanning and strong report-writing skills required.
The predicted salary is between 43000 - 50000 £ per year.
Paraplanner - Manchester City Centre - Hybrid
Salary
Up to £45,000 + Benefits
Job Type
Full-Time, Permanent
The Opportunity
A highly regarded and growing financial planning firm is seeking an experienced
Paraplanner to join its established Manchester team.
This is an excellent opportunity to work closely with Financial Planners, supporting the delivery of sophisticated financial planning solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
The role offers exposure to complex planning cases within a collaborative and technically focused environment, making it ideal for an ambitious paraplanner looking to further develop their expertise.
Key Responsibilities
- Prepare detailed and compliant suitability reports.
- Undertake technical financial planning research and analysis.
- Support advisers with holistic wealth management and financial planning strategies.
- Assist with pension, investment, tax and trust planning recommendations.
- Ensure all advice and documentation complies with FCA and internal compliance standards.
- Liaise with advisers, providers and administration teams to ensure efficient client outcomes.
Requirements
- Previous paraplanning experience with strong report-writing skills.
• Excellent technical knowledge across
- Pensions
- Tax Planning
- Trusts
- CII Level 4 Diploma qualified (or equivalent).
- A commitment to continuing professional development and further qualifications.
- Strong analytical, research and communication skills.
What\'s on Offer?
- Basic salary up to
£45,000 .
- Comprehensive benefits package.
- Exposure to complex HNW and UHNW client work.
- Ongoing technical training and support for further qualifications.
- A collaborative and professional working environment with a strong focus on technical excellence.
- #J-18808-Ljbffr
Paraplanner - Manchester City Centre - Hybrid - Basic Salary to £45k + benefits employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Manchester City Centre - Hybrid - Basic Salary to £45k + benefits
✨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 MI Search Ltd. 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 - Manchester City Centre - Hybrid - Basic Salary to £45k + benefits
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 MI Search Ltd.
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 MI Search Ltd'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 MI Search Ltd
✨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 MI Search Ltd.
✨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 MI Search Ltd 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 MI Search Ltd 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.
