Paraplanner

Ortus PSR Ltd.; Manchester; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An award-winning Independent Financial Advisory based in Manchester is seeking a Senior Paraplanner. This role involves providing expert financial advice to corporate clients and requires a Level 6 qualification along with significant industry experience. The company promotes a hybrid working model and values career development through internal training programs.

Benefits

In-house training program

Adviser Academy

Employee-nominated Charity of the Year

Community Funding Scheme

Tree planting initiative

Qualifications

• Minimum of 5 years' experience in Paraplanning.
• Proven track record of advising corporate clients on investment strategies.
• Excellent technical knowledge of the financial services industry.

Responsibilities

• Support advisers in delivering tailored financial advice to corporate clients.
• Research and analyze financial products, prepare reports.
• Ensure compliance with industry regulations.

Skills

Analytical skills

Problem-solving skills

Team collaboration

Independent work

Education

Level 6/Chartered qualification

Job description

Are you an experienced Paraplanner with a passion for providing top-notch financial advice to corporate clients? Are you looking for a company that values career development, embraces a hybrid working model, and fosters a diverse and inclusive culture? If so, our client has the perfect opportunity for you!

Our client, an award-winning Independent Financial Advisory (IFA) firm based in the city of Manchester, is seeking a Senior Paraplanner to join their dynamic team. With a strong focus on investment and protection advice for corporate clients, they pride themselves on delivering exceptional financial solutions that help clients achieve their goals and secure their future.

As a Senior Paraplanner, your primary responsibility will be to support the advisers in delivering tailored and comprehensive financial advice to corporate clients. You will utilize your expertise to research and analyze various financial products, prepare reports, and ensure compliance with industry regulations. Your experience in paraplanning will be crucial in streamlining processes and providing valuable insights to clients.

Requirements:

• Level 6/Chartered qualification is preferred.
• Minimum of 5 years' experience in Paraplanning, with a proven track record of advising corporate clients on investment and protection strategies.
• Excellent technical knowledge and understanding of the financial services industry.
• Strong analytical and problem-solving skills.
• Ability to work both independently and collaboratively within a team.

Our client is dedicated to the professional and personal growth of their employees. They offer an excellent in-house training program, including an Adviser Academy, to enhance your skills and expertise.

They operate a hybrid working model that provides flexibility and promotes a healthy work-life balance. Understanding the importance of diversity and inclusion, their active Culture & Values Committee works diligently to maintain a positive and supportive work environment.

Our client believes in giving back to the community and has initiatives like the employee-nominated Charity of the Year and quarterly Community Funding Scheme. As part of the Manchester City of Trees "100 Trees" club, they plant 1 tree per employee, actively contributing to environmental sustainability and corporate responsibility.

Salary is dependent on experience, ranging between £40,000 - £50,000.