Paraplanner

Forrest Recruitment; Manchester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A reputable financial services firm in Manchester is seeking an experienced Paraplanner to assist in developing customized financial plans and prepare detailed reports on investment management and tax strategies. The ideal candidate will support financial advisors, conduct research, and ensure compliance with relevant regulations. This full-time permanent role offers an excellent opportunity for career progression. Interested candidates should prepare their CV and contact Charlotte or Lucy for a confidential discussion about this opportunity.

Qualifications

• Experience as a Paraplanner in a financial services context.
• Understanding of estate planning, investment management, and tax strategies.

Responsibilities

• Assist in developing customized financial plans by analyzing client data.
• Prepare detailed reports on estate planning and investment management.
• Conduct research on securities law and financial products.

Skills

Financial analysis

Client relationship management

Research skills

Attention to detail

Tools

Financial software tools

Job description

Paraplanner - Stockport - Permanent - up to 45,000 DOE

We are working with an established and reputable business based in Stockport who are seeking an experienced Paraplanner to join their financial services team. This is a full time permanent role.

Duties include:

• Assist in developing customised financial plans by analyzing client data and objectives.
• Prepare detailed reports on estate planning, investment management, and tax strategies.
• Conduct research on securities law, tax regulations, and financial products to support recommendations.
• Draft wills, trusts, and estate documents in accordance with legal requirements.
• Support the creation and maintenance of client portfolios using financial software tools.
• Collaborate with advisors to ensure compliance with industry standards and regulatory guidelines.
• Monitor market trends and perform financial analysis to inform planning strategies.

The ideal candidate will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring compliance with relevant regulations. This is an excellent opportunity for someone who is looking to take that next step in their career with the opportunity for progression.

Send us your CV and call Charlotte or Lucy on (phone number removed) to have a confidential discussion about the role further.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.