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paraplanner jobs in Manchester

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    • Real client contact, you will attend meetings, not desk-bound.
    • A genuine route into advice in time for the right person.
    • 25 days' holiday plus bank holidays.
    • Manchester Area (Hybrid – 2 Days WFH)*.
    • This role is ideal for someone looking to develop their technical knowledge and build a long-term career within…
    • The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice.
    • The role involves supporting the paraplanners and financial advisers.
    • Duties include researching the market, analysing clients existing portfolios, cashflow…
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    • The successful candidate will support financial advisers by preparing reports, analysing data, and ensuring the smooth delivery of client services.
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    • Prospective candidates will need 3 years previous paraplanning experience.
    • The role involves report writing for a wide variety of products.
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    • This role offers an excellent opportunity for individuals with a passion for financial planning and strong organisational skills to support advisers in…
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    • Support the delivery of the financial planning and advice process to clients by providing.
    • Technical research, analysis and report writing services to Financial…
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    • Provide support to Senior Paraplanner where necessary, including taking on ad hoc tasks for existing client meetings, prospect clients, enquiries.
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    • Researching products, funds, and financial solutions to support tailored advice.
    • Preparing suitability reports and documentation for client meetings.
    • You will work as part of the Paraplanning team, undertaking all the necessary tasks of the role and training to meet the necessary requirements of the role.
    • This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.
    • Conduct triage to identify information required to…
    • You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively…
    • You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
    • This is a full-time, permanent job paying £45,000 with a 5% employer pension, 25 days' holiday plus bank holidays, a discretionary bonus and genuine study…

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Job Post Details

Junior Paraplanner - job post

Eventus Recruitment Group
Stockport SK2
£34,000 - £38,000 a year - Permanent, Full-time

Job details

Pay

  • £34,000 - £38,000 a year

Job type

  • Permanent
  • Full-time

Location

Stockport SK2

Benefits

Pulled from the full job description

  • Company pension

Full job description

A Junior Paraplanner job for someone on the way up. If you're an experienced IFA Administrator who can already paraplan, or part-qualified and building, this is a firm that will fund your Level 4 and back you all the way. A well-established, independent Chartered Financial Planning firm in Stockport, growing and ready to develop the right person.

Why this job stands out:

  • Level 4 not essential, and your exams are fully funded
  • Real client contact, you will attend meetings, not desk-bound
  • A genuine route into advice in time for the right person
  • Learn from an experienced, hands-on principal
  • Busy, growing practice with excellent client reviews

The package:

  • £34,000 to £38,000 depending on experience
  • Full funding and support for the Level 4 Diploma
  • Employer pension contributions
  • 25 days' holiday plus bank holidays
  • Death in service cover
  • Paid parking, and an early finish on Fridays

What you'll be doing:

  • Producing suitability reports across pensions, investments, IHT and protection
  • Technical research and analysis the advisers rely on
  • Attending client meetings and building client relationships
  • Reviewing existing client plans against their objectives
  • Growing your technical knowledge towards full paraplanning
  • Keeping cases accurate and compliant on Intelligent Office

What you'll need:

  • Some paraplanning ability, or strong IFA administration experience
  • Knowledge across pensions, investments and protection
  • A willingness to study towards the Level 4 Diploma
  • Confident dealing with clients
  • Organised, with strong attention to detail

Intelligent Office experience is a bonus, not essential. The Level 4 Diploma is not required to start, the appetite to work towards it is.

Apply now if your skills and experience align with this Junior Paraplanner job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

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 at the bottom of our website.

INDDM

Pay: £34,000.00-£38,000.00 per year

Work Location: In person

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