Paraplanner

Plannex Property Management Ltd; United Kingdom; On-site; GBP 35,000 - 40,000; Full time

Job summary

Broadoak Financial Planning, based in South Manchester, is seeking a trainee or mid-level Financial Paraplanner to support the Financial Planning team. The role focuses on report writing and research tasks to free advisors for client engagement and strategy.

The position offers hybrid remote working in Sale, M33 3HP, with some days in the office. Salary ranges from £35,000 to £40,000 per year, depending on experience.

Qualifications

• Experience as a Paraplanner is essential.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Knowledge of financial products and services is important.

Responsibilities

• Provide comprehensive Paraplanner support to IFAs.
• Manage client documentation, ensuring accuracy and compliance.
• Assist in the coordination of client meetings and the preparation of the necessary reports/materials.
• Maintain and update client records and databases.
• Assist in the preparation of reports and financial statements.
• Liaise with clients and providers to facilitate smooth communication and service delivery.

Skills

Paraplanning

Report writing

Research

Organisation

Communication

Teamwork

Tools

Microsoft Office Suite

Job description

Broadoak Financial Planning has an exciting opportunity to join our Wealth Management business based in South Manchester. Broadoak is committed to providing exceptional financial advice and wealth management services to a diverse client base. We are a dedicated and professional team that is passionate about helping clients achieve their financial goals.

We are seeking a trainee or mid-level Financial Paraplanner to support the Financial Planning team. The ideal candidate will be instrumental in report writing and research tasks, enabling the advisors to focus on client engagement and strategy.

Pay: £35,000.00-£40,000.00 per year

Work Location: Hybrid remote in Sale, M33 3HP some days in the office required

Key Responsibilities

• Provide comprehensive Paraplanner support to IFAs.
• Manage client documentation, ensuring accuracy and compliance.
• Assist in the coordination of client meetings and the preparation of the necessary reports/ materials.
• Maintain and update client records and databases.
• Assist in the preparation of reports and financial statements.
• Liaise with clients and providers to facilitate smooth communication and service delivery.

Experience / Qualifications

• Previous experience as a Paraplanner is essential.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Knowledge of financial products and services is important.