Wealth Planning Paraplanner | Detail‑Driven Analyst

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.

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.

Skills

Proven experience in Financial Planning

Strong Analytical Skills

Knowledge of Investments

Proficiency in Report Writing

Exceptional attention to detail

Strong communication skills

Education

Diploma in Financial Planning (DipPFS)

Tools

Intelligent Office

Cashcalc

Job description

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.