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- Tasks: Support financial advisers and clients in navigating their financial futures with tailored advice.
- Company: Join PM+M, a vibrant and award-winning financial planning firm.
- Benefits: Enjoy flexible working, competitive salary, and extensive learning opportunities.
- Why this job: Make a real impact while developing your skills in a dynamic team environment.
- Qualifications: Experience in paraplanning or financial planning qualifications preferred.
- Other info: Be part of a B-Corp accredited organisation committed to sustainability and community.
The predicted salary is between 30000 - 42000 £ per year.
An opportunity has arisen to join the Financial Planning team as a Paraplanner in Blackburn.
As a Paraplanner at PM+M, you will be at the heart of our client service delivery. You will work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
The Role Involves:
- Researching products, funds, and financial solutions to support tailored advice.
- Preparing suitability reports and documentation for client meetings.
- Highlighting opportunities and areas for improvement in client portfolios.
- Supporting compliance through pre-sale checks and project work.
- Driving innovation by contributing to improve team efficiency.
- Working with AI software to prepare research and advice.
Your Development:
We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, networking, and presentation skills, with opportunities for progression around the firm. These will comprise personal effectiveness as well as your technical skills. We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s. You will also have the opportunity to work with a mentor. We encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North-West firm of finance professionals. Support for CII Diploma studies, including access to NextGen Planners.
Your Attributes:
As well as experience within admin or financial planning, we would like you to be:
- Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
- Passionate about providing great client service.
- Great at communicating with people at all levels - face to face and in writing.
- Positive and good at using your initiative.
- Good at working under pressure.
- Motivated and well organised.
- Excellent at managing your own workload within given timescales and ensuring clients' expectations are met, or exceeded.
- Able to provide input to Managers on projects and how to better what we do for all parties.
Our Ideal Candidate:
- Have 2+ years' experience in paraplanning.
- Have Financial Planning Qualifications or actively working towards it.
- Have experience in pension switches, group pensions, cashflow modelling, investment advice, protection advice, inheritance tax and more.
- Be open to using AI tools to enhance productivity.
- Be eager to develop themselves long term.
- Be proficient in Word, Excel, Outlook, and ideally financial planning tools and systems.
- Have minimum GCSE passes at both Maths and English.
- Have experience managing a busy and changing workload, working as part of a team.
About PM+M:
We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that. We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role. We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Joining the PM+M team will help take your career to the next level. You will be joining a values-led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals. PM+M is a B-Corp accredited organisation and we are working towards achieving a Net Zero status by 2030.
In addition to competitive salaries, here are our market leading benefits:
- 25 days' holiday per annum + bank holidays
- Office closedown over Winter Break
- Flexible Easter Break
- On-site free parking
- Employer pension contribution of 8%
- Death in service life cover of 4 x salary
- Income protection scheme
- Weekly flexi time
- Agreed overtime
- Family friendly policies including enhanced maternity, paternity, adoption and shared parental pay
- Flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc.
- Hybrid working
- Full technical and soft skills training and support
- Recruitment incentive scheme
- Cycle to work scheme
- Employee well-being portal
- Access to the WeCare app that offers health, well-being, financial and legal support
- Dress for your day policy and dress down Fridays
- Paid sick leave
- Extensive learning & development opportunities and study support
- Firm wide success bonus based on the achievement of certain financial metric(s).
- Access to Dashlane password manager for you + 9 of your family and friends
- Fee-free service to whole of market mortgage and insurance advice
- Access to Able Futures support, a Mental Health Support Service
Paraplanner - Financial Planning in Blackburn employer: PM+M
Contact Detail:
PM+M Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Financial Planning in Blackburn
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching PM+M and understanding their values. Familiarise yourself with their approach to client service and how they use AI tools. This will show you’re genuinely interested and ready to contribute to their mission.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you’ll need to convey complex information clearly. Try mock interviews with friends or family, focusing on explaining financial concepts in simple terms. This will boost your confidence and help you shine during the real deal.
✨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 keen on joining the PM+M team. Make sure to highlight your relevant experience and enthusiasm for the role!
We think you need these skills to ace Paraplanner - Financial Planning in Blackburn
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning and any qualifications you have. We want to see how you can contribute to our team!
Showcase Your Skills: Don’t forget to mention your communication skills and ability to work under pressure. These are key attributes we’re looking for, so give us examples of how you've demonstrated these in your previous roles.
Be Proactive: We love candidates who take initiative! If you have ideas on how to improve processes or enhance client service, share them in your application. It shows you're thinking about how you can make a real impact with us.
Apply Through Our Website: For the best chance of success, apply directly through our website. This way, your application will go straight to us, and we can’t wait to read it and hopefully welcome you to the PM+M family!
How to prepare for a job interview at PM+M
✨Know Your Stuff
Before the interview, make sure you brush up on your financial planning knowledge. Familiarise yourself with key concepts like pension switches, cashflow modelling, and investment advice. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with both clients and advisers. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few examples of how you've successfully communicated complex information in the past.
✨Demonstrate Your Proactivity
The role requires a proactive approach, so be ready to discuss times when you've taken the initiative in previous roles. Think about how you can contribute to team efficiency or highlight opportunities for improvement in client portfolios during the interview.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the firm's approach to financial planning, their use of AI tools, or opportunities for professional development. It shows you're engaged and serious about the position.