At a Glance
- Tasks: Support financial advisers by delivering high-quality advice on pensions and investments.
- Company: Reputable financial planning firm with a focus on professional development.
- Benefits: Hybrid working, study support for Level 4 Diploma, and career progression opportunities.
- Other info: Dynamic role with opportunities for ongoing training and development.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: Minimum 2 years as a Paraplanner and strong understanding of financial regulations.
The predicted salary is between 35000 - 45000 € per year.
Specialist Recruiters in Financial Services
Altrincham Hybrid Working (2/3 days office-based and 2/3 days home working)
- Hybrid working arrangement
- Supported study towards Level 4 Diploma and ongoing professional development
- Permanent full-time opportunity
- Career progression opportunities within financial services
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.
Responsibilities include:
- Working across a broad range of products including ISAs, Unit Trusts, Investment Bonds, VCTs, pensions, protection, and IHT planning
- Writing suitability letters for annual reviews and new business cases
- Inputting fact find information onto Salesforce and maintaining accurate records
- Running critical yield comparisons and provider illustrations
- Completing and submitting advice sets through Salesforce
- Staying up to date with regulatory and legislative changes
- Attending adviser meetings, workshops, and training forums where required
Requirements:
- 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 work independently and remotely
- Positive, proactive, and flexible attitude with a willingness to support the wider team
- Experience using Salesforce or similar back-office systems
- Strong Microsoft Office skills including Outlook, Word, and Excel
- Experience within a regulated financial planning environment
Paraplanner (Pensions Management) in Manchester employer: TEMPLEGATE RECRUITMENT LIMITED
Our client is an esteemed financial planning firm located in Altrincham, offering a hybrid working model that promotes work-life balance while fostering a supportive and collaborative environment. With a strong commitment to employee development, including funded study towards the Level 4 Diploma and clear career progression pathways, this role as a Paraplanner provides a unique opportunity to thrive in a dynamic sector. Join a team that values your contributions and encourages continuous learning, making it an excellent choice for those seeking meaningful and rewarding employment.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already working as Paraplanners. They can provide insider info on job openings and even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and financial regulations. We recommend practising common interview questions and scenarios related to the role, so you can showcase your expertise and confidence.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We make it easy for you to showcase your skills and experience directly to employers looking for talent like yours.
We think you need these skills to ace Paraplanner (Pensions Management) in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services, especially with pensions and investments, and don’t forget to mention your Level 4 Diploma if you have it!
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 your skills align with what we’re looking for. Keep it concise but impactful!
Showcase Your Skills:We want to see your strong understanding of financial regulations and your experience with Salesforce. Be sure to include specific examples of how you've used these skills in your previous roles.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial regulations. Familiarise yourself with the products mentioned in the job description, like ISAs and Unit Trusts, so you can speak confidently about them during the interview.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a Paraplanner. Discuss how you've supported advisers, written suitability letters, or used Salesforce to manage client information. This will demonstrate your hands-on experience and problem-solving skills.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to financial planning, their team dynamics, or how they support ongoing professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Be Proactive and Positive
Exude a positive attitude throughout the interview. Highlight your flexibility and willingness to support the team, especially in a hybrid working environment. Employers love candidates who can adapt and contribute positively to the workplace culture.
