Paraplanner

Daintree Wealth Management; Manchester; On-site; GBP 32,000 - 42,000; Full time

Job summary

A financial services firm in Manchester is looking for a dedicated Paraplanner to support financial advisors. The role involves conducting research, creating financial reports, and assisting in investment planning. Ideal candidates will have experience in financial planning, strong analytical skills, and relevant certifications. This on-site position prioritizes detail and effective communication within a collaborative environment.

Qualifications

• Experience supporting financial advisors in creating tailored client strategies.
• Ability to conduct detailed research and evaluate financial data.
• Capacity to produce accurate and professional financial reports.
• Proficiency in report writing for clients.
• Excellent attention to detail and organisational skills.
• Strong communication and collaboration within a team.
• DipPFS or equivalent certifications desirable.
• Familiarity with Intelligent Office and Cashcalc is a plus.

Responsibilities

• Support financial advisors in delivering comprehensive financial planning services.
• Conduct detailed research and analysis for client portfolios.
• Assist with investment planning and develop personalised financial strategies.
• Assist with investment planning and client portfolio management.
• Collaborate with advisors to develop personalised financial strategies.

Skills

Proven experience in Financial Planning

Strong Analytical Skills

Knowledge of Investments

Proficiency in Report Writing

Exceptional attention to detail

Strong communication skills

Communication & collaboration

Education

Diploma in Financial Planning (DipPFS)

Tools

Intelligent Office

Cashcalc

Job description

Daintree Wealth Management is built on the principles of radical truth and radical transparency, fostering an environment of meaningful work and relationships. We prioritise openness, encourage discussions, and view challenges as opportunities for growth and innovation. By constantly striving for excellence through collaboration, we achieve outstanding outcomes and continuously improve our shared practices. Our team is driven by a combination of ambition, practicality, and evolving expertise to deliver the highest quality results in wealth management.

Role Description

We are seeking a dedicated and detail-oriented Paraplanner to join our team on a full-time basis. This is an on-site role based in the Manchester Area, United Kingdom. The Paraplanner will be responsible for supporting financial advisors in delivering comprehensive financial planning services, conducting detailed research and analysis, creating financial reports, and assisting with investment planning and client portfolios. The role involves working closely with advisors to develop and implement personalised financial strategies for clients.

Qualifications

• Proven experience in Financial Planning and support advisors in creating tailored client strategies.
• Strong Analytical Skills to conduct detailed research, evaluate financial data, and propose effective financial solutions.
• Knowledge of Investments and expertise in portfolio analysis.
• Proficiency in Report Writing to produce accurate and professional financial reports for clients.
• Exceptional attention to detail, organisational skills, and the ability to prioritise tasks effectively.
• Strong communication and collaboration abilities to work efficiently within a team setting.
• Relevant certifications such as Diploma in Financial Planning (DipPFS) or equivalent qualifications are highly desirable.
• Familiarity with Intelligent Office and Cashcalc is a plus.