Are you an experienced Paraplanner with a passion for providing top-notch financial advice to corporate clients? Are you looking for a company that values career development, embraces a hybrid working model, and fosters a diverse and inclusive culture? If so, we have the perfect opportunity for you!
My client is an award-winning Independent Financial Advisory (IFA) firm based in the city of Manchester. With a strong focus on investment and protection advice for corporate clients, they take pride in delivering exceptional financial solutions that help their clients achieve their goals and secure their future.
As a Senior Paraplanner, your primary responsibility will be to support their advisers in delivering tailored and comprehensive financial advice to their corporate clients. You will use your expertise to research and analyse various financial products, prepare reports, and ensure compliance with industry regulations. Your experience in paraplanning will be crucial in streamlining processes and providing valuable insights to their clients.
Requirements:
- Level 6/Chartered qualification is preferred.
- Minimum of 5 years' experience in Paraplanning, with a proven track record of advising corporate clients on investment and protection strategies.
- Excellent technical knowledge and understanding of the financial services industry.
- Strong analytical and problem-solving skills.
- Ability to work both independently and collaboratively within a team.
My client is dedicated to the professional and personal growth of our employees. Offering an excellent in-house training program, including an Adviser Academy, to enhance your skills and expertise.
They operate a hybrid working model that provides flexibility and promotes a healthy work-life balance. Understanding the importance of diversity and inclusion, their active Culture & Values Committee works diligently to maintain a positive and supportive work environment.
My client believes in giving back to the community and have initiatives like the employee-nominated Charity of the Year and quarterly Community Funding Scheme. As part of the Manchester City of Trees "100 Trees" club, they plant 1 tree per employee, actively contributing to environmental sustainability and corporate responsibility.
And that's not all - they start the day with a sumptuous breakfast served at their Pantry, ensuring all employees get off to a great start!
Salary is dependant on experience, ranging between £40-60,000