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- Tasks: Support advisers by researching and producing clear financial reports.
- Company: Award-winning financial planning firm in vibrant Central Manchester.
- Benefits: Up to £35,000 salary, private medical insurance, and 25 days holiday.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: 1-3 years experience in financial planning and strong analytical skills.
- Other info: Enjoy a supportive environment with clear career progression and study support.
The predicted salary is between 28000 - 42000 £ per year.
Location: Central Manchester
Salary: Up to £35,000 DOE + Benefits
Full-Time | Permanent | Monday-Friday
NJR Recruitment is delighted to be representing a leading, modern financial planning firm based in Central Manchester, who have been recognised as a Top 100 UK Financial Adviser by FT Adviser for multiple consecutive years. Due to continued growth, a fantastic opportunity has arisen for an ambitious Trainee Paraplanner to join their collaborative and forward-thinking team.
With over 55 professionals including Advisers, Paraplanners, and Administrators, this firm is dedicated to delivering high-quality financial planning and client outcomes, specialising in pensions and investments. This is a fully office-based role in a vibrant city-centre location.
The Role
As a Trainee Paraplanner, you will provide essential support to advisers by conducting detailed research and producing clear, compliant suitability reports. You'll play a key role in ensuring that clients receive tailored financial planning advice, particularly in pensions and investments. Working alongside a dedicated team of paraplanners and advisers, you'll have the chance to contribute ideas, suggest process improvements, and develop professionally in a supportive and structured environment.
Key Responsibilities
- Research and analyse pensions and investment products to prepare suitability reports
- Support a team of Wealth Management and New Business Advisers with high-quality technical input
- Collaborate across the business to drive great client outcomes
- Suggest and implement process improvements where appropriate
- Maintain high standards of compliance and risk management
- Undertake CPD and ongoing training for continuous improvement
Looking For
- Minimum 1-3 years' experience, ideally with a focus on pensions and pension switching
- Proven experience within an IFA/financial planning environment
- Strong technical knowledge and ability to produce accurate, compliant financial reports
- Excellent organisational, analytical, and problem-solving skills
- Proficiency in financial planning software and Microsoft Office (experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, or FE Analytics is desirable)
- Diploma in Financial Planning (or working towards)
- Proactive, motivated, and a strong team player
What's on Offer
- Salary up to £35,000
- Company pension scheme with employer contributions
- Private Medical Insurance (after initial probation)
- 25 days holiday plus bank holidays
- Regular company events and strong social culture
- Study support towards CII exams - including study leave and exam pass bonus
- Annual appraisals and 6-month reviews with clear career progression pathways
- Modern city-centre offices, close to transport links
- Supportive, friendly, and collaborative environment
If you're an experienced industry professional who has obtained at least two of the CII R0 exams looking for a long-term role in a modern, award-winning financial planning firm in Central Manchester, this could be the ideal next step.
Trainee Paraplanner - Financial Planning in Manchester employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner - Financial Planning in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning industry. Attend events, join 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 interviews by researching the company and its values. Understand their approach to financial planning and think about how your skills can contribute to their goals. We want you to shine, so practice common interview questions and have your own questions ready to show your interest!
✨Tip Number 3
Showcase your skills through practical examples. When discussing your experience, relate it back to the role of a Trainee Paraplanner. We love seeing how you’ve tackled challenges or improved processes in previous roles, especially if it relates to pensions and investments!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are eager to learn and grow in a supportive environment. Let’s get you that dream job!
We think you need these skills to ace Trainee Paraplanner - Financial Planning in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in financial planning, especially with pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Skills: Don’t forget to mention your technical skills, especially if you’ve worked with financial planning software. We’re keen on candidates who can hit the ground running, so let us know what tools you’re familiar with!
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 the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in financial planning, as well as the specific products mentioned in the job description. This will show that you're not just interested in the role but also committed to understanding the industry.
✨Showcase Your Skills
Prepare to discuss your experience in producing suitability reports and any relevant software you've used, like Intelligent Office or Dynamic Planner. Be ready to provide examples of how you've contributed to team success in previous roles, especially in a financial planning environment.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client outcomes and how they support professional development. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values collaboration and a supportive environment, so showing that you're a proactive and motivated team player can set you apart from other candidates.