Overview
We are seeking a detail-oriented and proactive Paraplanner to join our financial services team in Manchester city centre. This role offers an excellent opportunity for individuals with a strong interest in financial planning and analysis to develop their career within a professional environment. The successful candidate will support financial advisers by preparing reports, analysing data, and ensuring the smooth delivery of client services. This position is ideal for organised individuals with excellent communication skills and a passion for delivering exceptional customer service.
Duties
- Prepare comprehensive financial reports and documentation to support client meetings and planning sessions.
- Conduct analysis of client financial data to assist in developing tailored financial plans.
- Assist with the organisation and maintenance of client records using Microsoft Office applications, including Word, Excel, and Outlook.
- Contribute to the development of financial strategies by gathering relevant information and performing preliminary research.
- Liaise effectively with clients to gather necessary information and provide updates on service progress.
- Ensure compliance with regulatory standards and company policies in all documentation and communication.
Requirements
- Proven experience in report writing, analysis skills, and organisational abilities within an IFA practice
- Knowledge of financial services, financial planning processes, and related regulations is essential
- Strong communication skills, both written and verbal, with the ability to explain complex information clearly.
- Proficiency in Microsoft Office suite, particularly Word, Excel, and Outlook; familiarity with IT systems used in financial planning is essential. .
- Excellent time management skills with the ability to prioritise tasks effectively under pressure.
- Analytical mindset with attention to detail and accuracy in all work outputs.
- Ability to work independently as well as part of a team in a fast-paced environment.
This role is hybrid with 2 days at home per week.
Job Type: Permanent
Pay: Up to £55,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
Experience:
- Paraplanner: 3 years (preferred)
Work Location: Hybrid remote in Manchester
