Paraplanner Hybrid

ZipRecruiter; Manchester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established financial planning firm seeks a Paraplanner to join their dynamic team in Manchester. This role offers a unique opportunity to support Wealth Managers and clients by delivering exceptional service and technical expertise. You'll be involved in analyzing client needs, developing financial planning solutions, and preparing detailed reports. With a focus on professional development, the company promotes a collaborative environment and offers flexible working arrangements, including hybrid options. If you're passionate about helping clients and advancing your career in financial planning, this role is perfect for you.

Benefits

Hybrid working

Flexible working hours

Contributory pension scheme

30 days holidays plus bank holidays

Annual bonus

Professional development support

Qualifications

• Experience in a Paraplanning role with sound technical knowledge.
• Excellent interpersonal and written English skills.

Responsibilities

• Provide technical and paraplanning support to clients and colleagues.
• Prepare suitability letters, reports, and client reviews.

Skills

Paraplanning experience

Interpersonal skills

Analytical skills

Numeracy skills

Attention to detail

Communication skills

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Research systems

Job description

Job Description

Eventus Recruitment are seeking a Paraplanner to join a modern and fast-paced team in Manchester City Centre. Working in the technical team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers and clients. This is a great job opportunity to join a thriving well-established company that continues to grow. You will benefit from 30 days holidays (plus bank holidays), hybrid working (2 days in the office and 3 days remote working from home), flexible working policy on office days, study support, and a great pension plan.

Role Responsibilities

The incoming Paraplanner will provide technical and paraplanning support to ensure that clients and colleagues receive a professional service. Further responsibilities within this Paraplanning job include:

• Analysing client needs, developing cash flow models and accurately recording data
• Researching and analysing financial information
• Constructing financial planning solutions (investment, retirement, tax and IHT/estate planning) supported by the production of computer models and reports
• Preparing suitability letters and reports (liaising with administrators), taking full responsibility for the client’s files
• Preparing client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Dealing with general client queries and attend client meetings with the Advisers as required
• Working with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Working within and stay up to date with template changes and advice notes

Person Specification

The successful Paraplanner will have at least experience working in a Paraplanning role and have sound all round technical knowledge. You should have excellent interpersonal skills and written English skills. Also, you will have the following experience, skills and attributes:

• Previous Paraplanning experience within a Financial Planning or Wealth Management environment
• Be familiar with major research systems such
• Demonstratable knowledge of relevant regulation and legislation
• Able to transpose information accurately
• Strong numeracy skills
• Confident in dealing with third parties and can work with total discretion
• Highly organised with excellent communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Exceptional attention to detail
• Manage time effectively with the ability to multi-task
• Works well on own tasks as well as on shared goals as part of a team
• Enthusiasm to help clients

Benefits and Rewards

The incoming Paraplanner will benefit from working within a collaborative and supportive team. In addition, you will be awarded with the following employee benefits:

• Hybrid working (3 days remote working at home, 2 days in the office)
• Flexible working hours on office days
• Contributory pension scheme
• 30 days holidays plus bank holidays
• Annual bonus
• Support with professional development to complete Level 4 Diploma

About the Company

A well-established Financial Planning firm operating in Manchester City Centre, specialising in retirement planning work, investments, tax, IHT and corporate advice. As an employer, they show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.

Next Steps

Apply now if your skills and experience align with this Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.