Paraplanner - Hybrid (Manchester) with Study Support

Citrus Elite Recruitment Ltd; Manchester; Hybrid; GBP 45,000 - 48,000; Full time

Benefits offered by this job

Hybrid work 3+2

25 days holiday

Profit Sharing

Pension

Private Medical Insurance

Job summary

Citrus Elite Recruitment Ltd is seeking an experienced Paraplanner in Manchester on a hybrid basis. You will deliver complex financial planning support to advisers and clients, contributing to high-quality client outcomes.

The role requires at least 3 years in a paraplanner role and likely Diploma 4 in Regulated Financial Planning. You will conduct cashflow modelling, research products, and prepare suitability reports.

Qualifications

• Minimum of 3 years’ experience at a Paraplanner level.
• Diploma 4 qualified in Regulated Financial Planning.
• Excellent analytical and report-writing skills.

Responsibilities

• Conduct triage to identify information required to compile each financial plan recommendation.
• Identify areas for planning.
• Discuss and establish client objectives with the financial adviser.
• Analyse client fact-finds to identify needs, priorities and potential solutions.
• Conduct research on financial products, providers and market trends.
• Perform cashflow modelling and scenario analysis.
• Liaise with the client’s legal and tax advisers if appropriate.
• Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
• Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
• Liaise with the Administration teams to ensure any recommendations are correctly implemented.
• Work closely with Financial Advisers to develop appropriate strategies for clients.
• Attend client meetings when required to support technical discussions.
• Assist in preparing review packs and client documentation.

Skills

Paraplanner experience

Analytical skills

Report writing

Education

Diploma 4 in Regulated Financial Planning

Job description

Citrus Elite Recruitment Ltd is seeking an experienced Paraplanner in Manchester on a hybrid basis. You will deliver complex financial planning support to advisers and clients, contributing to high-quality client outcomes.

The role requires at least 3 years in a paraplanner role and likely Diploma 4 in Regulated Financial Planning. You will conduct cashflow modelling, research products, and prepare suitability reports.