At a Glance
- Tasks: Support financial planners with cash-flow modelling, report writing, and process improvements.
- Company: Independent financial advisory firm focused on client-first advice and evidence-based investing.
- Benefits: Competitive salary up to £45,000, profit share, 25 days holiday, and extra time off at Christmas.
- Other info: Collaborative office environment with flexibility and excellent career growth opportunities.
- Why this job: Join a small, proud team where your contributions directly impact clients' financial futures.
- Qualifications: Level 4 qualified paraplanner with strong interpersonal skills preferred.
The predicted salary is between 42500 - 45000 £ per year.
About the Firm
Certain things are important to you. But what about everyone else? Things like independent advice, a client‑first focus and evidence‑based investing. This IFA firm is fiercely independent, fiercely proud to be small and is not set up to sell. You don’t have to worry about being bought out by a firm you wouldn’t have chosen.
Compensation and Benefits
- The bonus scheme reflects a belief that profits are a natural consequence of doing this well.
- You will receive a healthy share of profits (the exact percentage will be discussed in the interview) alongside a competitive salary of up to c£45,000, flexible for the right candidate.
- Life assurance and income protection.
- 25 days holiday.
- Extra 2‑3 days off over Christmas.
Role and Responsibilities
You will work with the firm’s three planners on all paraplanning tasks: cash‑flow modelling, report writing, post‑meeting summaries and other technical matters. The planners work collaboratively, and you will have the opportunity to suggest improvements to their processes.
Qualifications
- Level 4 qualified paraplanner.
- Started A‑F papers (preferred; flexibility if you have strong interpersonal skills).
- Experience with cash‑flow modelling, ideally using Voyant.
- Knowledge of capital gains tax, investment bond encashments and tapered annual allowance is a plus.
Location and Team
The firm is based in Stockport. The team collaborates closely and most colleagues are in the office most days, though some flexibility is offered.
Paraplanner at Independent Financial Advisory Firm. Job in Manchester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As an Independent Financial Advisory Firm based in Stockport, we pride ourselves on our client-first focus and commitment to independent advice. Our collaborative work culture fosters personal growth and innovation, allowing you to contribute meaningfully while enjoying competitive compensation, generous holiday allowances, and a share in the firm's profits. Join us for a rewarding career where your expertise is valued and your professional development is supported.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner at Independent Financial Advisory Firm. Job in Manchester LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know someone at the firm. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by brushing up on cash-flow modelling and the specific technical skills mentioned in the job description. We want you to show off your knowledge and how you can contribute to the team!
✨Tip Number 3
Don’t just focus on your qualifications; highlight your interpersonal skills too! This firm values collaboration, so let them know how you work well with others and can suggest improvements.
✨Tip Number 4
Apply through our website for a smoother process! It shows you're serious about the role and gives us a chance to see your application in the best light. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Paraplanner at Independent Financial Advisory Firm. Job in Manchester LilyLifestyle Jobs
Some tips for your application 🫡
Show Your Passion for Independent Advice:When writing your application, let us know why independent financial advice matters to you. Share your thoughts on client-first focus and how you can contribute to our evidence-based investing approach.
Highlight Relevant Experience:Make sure to detail your experience with cash-flow modelling and any relevant qualifications. If you've worked with tools like Voyant, give us the specifics – we love seeing how your skills align with our needs!
Be Collaborative in Your Approach:Since we work closely as a team, mention any past experiences where you’ve collaborated effectively. We want to see how you can suggest improvements and work alongside our planners.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with us.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of cash-flow modelling and the specific tools like Voyant. Familiarise yourself with capital gains tax and investment bond encashments, as these are likely to come up in conversation.
✨Show Your Collaborative Spirit
Since the firm values teamwork, be ready to discuss how you've worked collaboratively in the past. Think of examples where you suggested improvements or contributed to a team project, as this will resonate well with their client-first focus.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to independent advice and evidence-based investing. This shows that you're genuinely interested in their philosophy and can help you stand out from other candidates.
✨Be Yourself
The firm prides itself on being fiercely independent and small, so let your personality shine through. Be authentic in your responses and show them why you'd be a great fit for their close-knit team.
