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- Tasks: Support experienced Financial Advisers with high net worth clients on complex financial cases.
- Company: Join a leading Independent Financial Advice firm with decades of experience and a strong North West presence.
- Benefits: Enjoy a starting salary of £45,000, flexible hours, hybrid working, and private medical insurance.
- Why this job: Be part of an award-winning team with career progression opportunities and study support.
- Qualifications: Must be an experienced Paraplanner with a Level 4 Diploma qualification.
- Other info: Work in central Manchester and enjoy a birthday off as a perk!
The predicted salary is between 36000 - 54000 £ per year.
Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals and corporate clients. They are an award winning firm with decades of experience. They have professional relationships with solicitors, accountants and insurance brokers. They have a strong presence in the North West and are expanding their Independent Financial Advice services through growth. This is an excellent opportunity to join a well established paraplanning team. Role: Supporting experienced Financial Advisers dealing with HNW clients on complex cases, advice on all areas of Pensions, Investments, Protection including Corporate Investments (Bonds), EIS & VCTs What’s in it for you: Starting salary £45,000 Death in service Private medical insurance Birthday off Flexible hours – Hybrid home working Offices in central Manchester Join experienced paraplanning (IFA) team Career progression opportunities Study support Skills and experience required: Experienced Paraplanner Level 4 Diploma qualified About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm based in Manchester on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Paraplanner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarize yourself with the specific financial products and services mentioned in the job description, such as EIS, VCTs, and corporate investments. This knowledge will help you stand out during conversations with recruiters and hiring managers.
✨Tip Number 3
Research the company’s values and culture to understand what they prioritize in their team members. Tailor your discussions to reflect how your experience and values align with theirs, showcasing your fit for their paraplanning team.
✨Tip Number 4
Prepare to discuss your previous experiences with high net worth clients and complex cases. Highlight specific examples that demonstrate your expertise and ability to support Financial Advisers effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially any work with high net worth clients and complex cases. Use specific examples to demonstrate your skills in pensions, investments, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your understanding of the role. Mention why you are interested in working with this particular firm and how your background aligns with their needs.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma qualification and any other relevant certifications. This will help establish your credibility and expertise in the field.
Showcase Your Soft Skills: In your application, emphasize soft skills such as communication, teamwork, and problem-solving. These are crucial for supporting financial advisers and dealing with clients effectively.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing, especially in areas like Pensions, Investments, and Protection. Being able to speak confidently about these topics will impress your interviewers.
✨Showcase Your Experience
Prepare to discuss your previous experience as a Paraplanner, particularly any complex cases you've handled. Highlight your ability to support Financial Advisers and work with high net worth clients.
✨Understand the Company Culture
Research the firm’s values and culture. Understanding their approach to client relationships and teamwork will help you align your answers with what they are looking for in a candidate.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
