At a Glance
- Tasks: Prepare reports, conduct research, and support financial planning cases.
- Company: A forward-thinking financial planning firm in South Manchester.
- Benefits: Competitive salary, annual bonus, private medical insurance, and hybrid working options.
- Other info: Clear progression opportunities and a collaborative culture await you.
- Why this job: Join a supportive team and develop your skills in a modern work environment.
- Qualifications: Experience in IFA or strong admin skills; some RO exams preferred.
The predicted salary is between 40000 - 40000 £ per year.
South Manchester
£40,000+ DOE
Mainly office-based. Up to 2 days WFH considered.
I am currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment.
The Opportunity
- Join a collaborative financial planning firm with a modern culture
- Work closely with Advisers as part of a pod-style structure
- Gain exposure to a broad range of pensions, investments, and financial planning cases
- Develop your technical knowledge and paraplanning capability within an experienced team
- Clear long-term progression and development opportunities available
The Role
Responsibilities will include:
- Preparing suitability reports and client recommendations
- Conducting research across pensions, investments, protection, and tax planning
- Supporting adviser meetings and producing follow-up documentation
- Assisting with financial planning cases from initial research through to implementation
- Working closely with Advisers and the wider support team to deliver excellent client outcomes
What They’re Looking For
- Experience within an IFA / Wealth Management environment
- Existing paraplanning experience OR strong IFA administration / technical support experience
- Some RO exams completed or currently studying towards qualifications
- Strong communication and organisational skills
- Ambitious mindset with a willingness to learn and develop
Salary & Benefits
- Salary of £40,000+ DOE
- Annual salary review each summer
- Annual bonus linked to company profits
- Private medical insurance
- Company pension scheme
- Hybrid working available (up to 2 days WFH)
If you’re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
Paraplanner / Trainee Paraplanner. Job in Manchester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic and innovative financial planning firm in South Manchester, where you will thrive in a collaborative and modern work culture. With a strong focus on employee development, you will have access to clear progression paths, ongoing training, and the opportunity to work closely with experienced advisers, all while enjoying competitive benefits such as private medical insurance and hybrid working options.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Trainee Paraplanner. Job in Manchester LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at firms like the one in South Manchester. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves pensions and investments, make sure you can discuss these topics confidently. We recommend practising common interview questions with a friend or using online resources.
✨Tip Number 3
Showcase your ambition! When you get the chance to speak with potential employers, highlight your willingness to learn and grow within the paraplanning field. This mindset is exactly what they’re looking for in a candidate.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Paraplanner / Trainee Paraplanner. Job in Manchester LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant IFA administration or paraplanning experience, and don’t forget to mention any RO exams you've completed or are currently studying for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a great fit. Be sure to mention your ambition to learn and develop within a supportive environment.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity with our growing team.
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 pensions, investments, and financial planning. Familiarise yourself with the latest trends and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Whether you're an experienced Paraplanner or a Trainee, be ready to discuss your previous roles. Highlight any relevant experience in IFA administration or technical support. Use specific examples to demonstrate how you've contributed to client outcomes or supported advisers in the past.
✨Ask Smart Questions
Prepare some thoughtful questions to ask during the interview. This could be about the firm's culture, the team structure, or opportunities for professional development. It shows that you're engaged and serious about the position, plus it helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who fits into their collaborative culture, so being authentic can help you connect with the interviewers. Show your enthusiasm for the role and your willingness to learn and grow.
