At a Glance
- Tasks: Support planners with cash-flow modelling, report writing, and technical tasks.
- Company: Independent IFA firm focused on client-first advice and evidence-based investing.
- Benefits: Competitive salary up to £45,000, profit share, 25 days holiday, and life assurance.
- Other info: Collaborative office environment with flexibility and excellent career growth opportunities.
- Why this job: Join a small, proud team where your ideas can shape processes and impact clients.
- 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. Job in Manchester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
This IFA firm in Stockport is an excellent employer, offering a collaborative work culture where your contributions are valued and encouraged. With a competitive salary, profit-sharing bonus scheme, and generous holiday allowance, employees enjoy a supportive environment that prioritises professional growth and work-life balance.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Manchester LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who know about paraplanning. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for the interview by brushing up on your cash-flow modelling skills and understanding capital gains tax. We want you to shine when discussing your technical knowledge with the planners!
✨Tip Number 3
Show your collaborative side! During interviews, highlight how you’ve worked with teams before and suggest improvements. This firm values teamwork, so let them see how you can contribute.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner. 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 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 showcase your experience with cash-flow modelling and any knowledge of capital gains tax or investment bonds. We want to see how your skills align with the role, so don’t hold back!
Be Collaborative:Since we work closely as a team, mention any past experiences where you’ve collaborated effectively. We love seeing candidates who can suggest improvements and work well with others.
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 in Stockport.
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 technical aspects mentioned in the job description. Familiarise yourself with capital gains tax and investment bond encashments, as these are likely to come up during the interview.
✨Show Your Collaborative Spirit
Since the firm values teamwork, be prepared 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 processes and how they approach independent advice. This shows that you're genuinely interested in their work and are keen to contribute positively to their team.
✨Be Yourself
The firm prides itself on being fiercely independent and small, so let your personality shine through. Be honest about your experiences and what you can bring to the table, as they’re looking for someone who fits well within their close-knit team.
