Hybrid Paraplanner – Wealth Planning Specialist

Rathbones; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading investment and wealth management firm in Manchester is seeking a Paraplanner to support their Financial Planning Directors. This role involves preparing high quality client advice, managing workflows, and ensuring the delivery of excellent service. Candidates should have a CII Diploma in Financial Planning and at least 2-3 years of paraplanning experience. A supportive and hybrid working environment is offered.

Benefits

Full exam support

Hybrid working

Supportive environment

Qualifications

• Minimum 2-3 years paraplanning experience.
• Experience with tools and templates from a paraplanning manager.
• Manage own work queue effectively.
• Technical language of UK tax including Capital Gains Tax.

Responsibilities

• Prepare and write high quality and client focused advice.
• Accompany Financial Planning Directors to client meetings.
• Create and deliver high quality advice to clients.
• Proactively expand financial planning knowledge.

Skills

Paraplanning experience

Technical knowledge of UK tax regime

Client service focus

Team collaboration

Education

CII Diploma in Financial Planning

CII Chartered Financial Planner status

Job description

A leading investment and wealth management firm in Manchester is seeking a Paraplanner to support their Financial Planning Directors. This role involves preparing high quality client advice, managing workflows, and ensuring the delivery of excellent service. Candidates should have a CII Diploma in Financial Planning and at least 2-3 years of paraplanning experience. A supportive and hybrid working environment is offered.