Trainee Paraplanner

My client is currently looking for a part qualified Trainee Paraplanner in Manchester city centre.

This isn’t just a job, it’s about joining a company that it’s serious about its values.

They are looking for someone with previous experience within an IFA practice who can demonstrate a strong paraplanning understanding.

You will support the financial planning function, thrive as a technical expert and enjoy writing.

To be successful in this role you must have outstanding specialist knowledge of different products and areas of financial planning.

You don’t have to be qualified yet, but we’d like someone who wants to complete the L4 qualifications.

Responsibilities:

Work with a Paraplanner/Adviser to ensure the correct client outcome is achieved
Produce compliant and detailed suitability reports for clients
Undertaking centralised product research and analysis to support the firm’s product governance responsibilities, reporting to the relevant committees and presenting where appropriate
Ensuring all client information is recorded on system and any tasks are completed within the appropriate timescale
Acting as a centre of technical excellence and share expertise with the wider team
Contacting product providers to clarify information and developing B2B relationships with key providers

To succeed in this role you will:

Good working knowledge in areas of investment, protection and pensions
Display enthusiasm, energy and positivity
Have an interest in ESG principles, frameworks and regulations, particularly as they apply to the financial services industry
Excellent report writing skills
Pride yourself on your organisational skills including managing multiple conflicting priorities
Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) and have working knowledge of iO
Collaborate well with other teams

Why join us:

Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
Opportunity to be part of an employee-owned business which values employee involvement and commitment
Real living wage employer
We are serious about our commitment to Net Zero
Required professional membership fees paid for
Long service awards
Opportunity to win quarterly CORE Award
Contributory pension scheme
Opportunity to join a tax-incentivised shareholder incentive plan (SIP) and become a shareholder
Opportunity to build a meaningful stake in the business
Opportunity for hybrid work
NHS top up scheme

For more information please contact Graeme on or email

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