At a Glance
- Tasks: Support advisers by producing reports and conducting technical research in financial services.
- Company: Reputable financial planning firm with a supportive and collaborative culture.
- Benefits: Hybrid working, study support for Level 4 Diploma, and career progression opportunities.
- Other info: Dynamic role with opportunities for continuous professional development.
- Why this job: Join a growing team and make a real impact in delivering high-quality financial advice.
- Qualifications: Minimum 2 years as a Paraplanner and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 33000 - 45000 € per year.
Location: Altrincham
Hybrid Working (2/3 days office-based and 2/3 days home working)
Salary: £33,000 - £45,000 DOE
Benefits:
- Hybrid working arrangement
- Supported study towards Level 4 Diploma and ongoing professional development
- Permanent full-time opportunity
- Supportive and collaborative working environment
- Career progression opportunities within financial services
About the Company:
Our client is a well-established and highly regarded financial planning firm seeking an experienced Paraplanner to join their growing team. This role offers the opportunity to work closely with advisers and management, supporting the delivery of high-quality financial advice across pensions, investments, protection, and inheritance tax planning. The successful candidate will play a key role in producing compliant suitability reports, conducting technical research, and supporting advisers in delivering excellent client outcomes.
Key Responsibilities:
- Supporting the adviser team by producing suitability reports in a timely manner
- Working across a broad range of products including ISAs, Unit Trusts, Investment Bonds, VCTs, pensions, protection, and IHT planning
- Reviewing new business cases and understanding recommendations to produce compliant suitability reports
- Writing suitability letters for annual reviews and new business cases
- Inputting fact find information onto Salesforce and maintaining accurate records
- Liaising with advisers regarding missing information and supporting documentation
- Running critical yield comparisons and provider illustrations
- Completing and submitting advice sets through Salesforce
- Conducting technical research to ensure recommendations remain compliant
- Liaising with Business Assurance teams regarding complex cases and concession requests
- Staying up to date with regulatory and legislative changes
- Working within company advice frameworks and templates
- Using research tools including Analytics and Voyant
- Maintaining strong working relationships with advisers, colleagues, and management
- Supporting workflow management and meeting agreed targets
- Attending adviser meetings, workshops, and training forums where required
- Providing feedback on systems and processes to support continuous improvement
What We're Looking For:
- Minimum 2 years experience in a Paraplanner role
- Level 4 Diploma in Regulated Financial Planning (or working towards completion)
- Strong understanding of financial services regulation and legislation
- Ability to analyse and transpose technical information accurately
- Excellent communication and organisational skills
- Strong numeracy and analytical skills
- Ability to work independently and remotely
- High attention to detail with strong time management skills
- Professional and discreet approach when dealing with third parties and confidential information
- Positive, proactive, and flexible attitude with a willingness to support the wider team
Desirable Skills:
- Experience using Salesforce or similar back-office systems
- Familiarity with research systems such as FE Analytics and Voyant
- Strong Microsoft Office skills including Outlook, Word, and Excel
- Experience within a regulated financial planning environment
- Ability to manage multiple priorities in a fast-paced environment
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Paraplanner in Manchester employer: TEMPLEGATE RECRUITMENT LIMITED
Join a well-established financial planning firm in Altrincham, where you will benefit from a supportive and collaborative work culture that prioritises your professional development. With a hybrid working model and opportunities for career progression, this role as a Paraplanner not only allows you to enhance your skills through supported study towards the Level 4 Diploma but also offers a chance to make a meaningful impact in delivering high-quality financial advice.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Manchester
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching the company and practising common paraplanner interview questions. We recommend having a few examples ready that showcase your skills and experience. Remember, confidence is key, so show them why you’re the perfect fit!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
Make sure to apply through our website for the best chance of landing that dream job! We’ve got loads of resources and support to help you along the way. Plus, we love seeing candidates who take the initiative to engage with us directly!
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and working with financial products like ISAs and pensions. We want to see how your skills match what we're looking for!
Showcase Your Skills:Don’t just list your qualifications; show us how you’ve used them! If you've got experience with Salesforce or research tools like Analytics, let us know how you’ve applied these in your previous roles. We love seeing practical examples!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can contribute to our team. Keep it professional but let your personality come through – we appreciate authenticity!
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 shows you’re keen on joining our supportive and collaborative environment!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and the specific products you'll be dealing with, like ISAs and pensions. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Experience
Prepare to talk about your previous experience as a Paraplanner. Have specific examples ready that highlight your ability to produce compliant suitability reports and conduct technical research. This will demonstrate your hands-on skills and how they align with what the company is looking for.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client outcomes and their support for ongoing professional development. This shows your interest in the role and helps you gauge if it's the right fit for you.
✨Be Organised and Professional
Since this role requires strong organisational skills, make sure you present yourself in an organised manner during the interview. Bring copies of your CV, have a notebook ready for notes, and dress professionally. This will reflect your attention to detail and commitment to the role.
