Paraplanner – Hybrid Working
Location: Bury
Salary: Up to £44,000 (dependent on experience and ability)
An established and highly regarded financial advisory firm is seeking an experienced Paraplanner to join its team. This is an excellent opportunity to work within a collaborative environment, supporting Financial Planners in delivering high-quality client service.
The Role
As a Paraplanner, you will play a crucial role in providing technical support to Financial Planners, ensuring compliance with industry regulations and best practices. Responsibilities include:
- Preparing and maintaining client files, conducting research, and compiling suitability reports.
- Working closely with Financial Planners to develop client recommendations and implement investment strategies.
- Ensuring adherence to regulatory and compliance requirements, including FCA Conduct rules and industry best practices.
- Using cash flow modelling and conducting investment portfolio reviews.
- Acting as a key point of contact for clients, handling queries, and attending meetings where required.
- Liaising with product providers and suggesting process improvements.
About You
To be successful in this role, you should have:
- Previous experience as a Paraplanner within an IFA or financial planning environment.
- Progress towards a Level 4 qualification (Diploma in Financial Planning or equivalent).
- Strong knowledge of FCA regulations and compliance requirements.
- Excellent written and verbal communication skills.
- Proficiency in IT systems and report compilation.
- A proactive, collaborative, and detail-oriented approach.
What’s on Offer
- Salary: Up to £44,000 (depending on experience and ability).
- Death in Service: 4x salary.
- Pension Scheme: 4% employer contribution, 5% employee contribution.
- Holiday: 21 days plus statutory bank holidays, increasing to 26 days after 10 years of service.
- Hybrid Working: Three days in the office, two from home.
- Team Environment: Join a supportive team of nine professionals.
This is a fantastic opportunity for an experienced Paraplanner to join a well-established firm that values professional development and work-life balance.
To apply or find out more, please get in touch.
Sector:
- Financial Services
- Financial Planning
