Paraplanner - Hybrid, Chartered IFA Firm, Up to £48k

Ortus PSR Ltd.; Greater Manchester; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

A leading Chartered Financial Planning firm is seeking a skilled Paraplanner to join their award-winning team. This hybrid role allows for one day in the office per week and offers a competitive salary up to £48,000 based on a 34.5-hour workweek. The ideal candidate will have proven experience in financial planning and industry software knowledge. This is a fantastic opportunity for career development in a supportive, collaborative environment, where individual contributions are valued highly.

Benefits

Competitive salary

Professional development opportunities

Collaborative work environment

Qualifications

• Proven experience in financial planning within a paraplanning role.
• High level of professionalism and client service skills.
• Commitment to ongoing professional development.

Responsibilities

• Analyze client portfolios to develop effective financial strategies.
• Produce accurate suitability letters and compliance documentation.
• Conduct product research to create tailored financial solutions.
• Construct portfolios in line with client risk profiles.
• Provide administrative support during peak periods.

Skills

Financial planning expertise

Proficiency in financial planning software

Attention to detail

Client service orientation

Education

Level 4 Diploma in Financial Planning or part-qualified

Job description

A leading Chartered Financial Planning firm is seeking a skilled Paraplanner to join their award-winning team. This hybrid role allows for one day in the office per week and offers a competitive salary up to £48,000 based on a 34.5-hour workweek. The ideal candidate will have proven experience in financial planning and industry software knowledge. This is a fantastic opportunity for career development in a supportive, collaborative environment, where individual contributions are valued highly.