Junior Paraplanner

Job Title: Junior Paraplanner
Location: Sale, Greater Manchester
Company: Independent Financial Advisors

About Us:

Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. The small team operate as an employee-owned company, giving every team member the opportunity to own shares and actively participate in shaping the future of their business.

The Opportunity:

We are seeking a motivated and adaptable Junior Paraplanner to join their team. This is an exciting long-term opportunity for someone looking to develop their career within a supportive and innovative environment. Their current Paraplanner is embarking on an exciting travel adventure, which has created an opening for a new team member to step into this key role.

Why Join Us?

• Employee Ownership: As an employee-owned company, you'll have the opportunity to become a shareholder and increase your holding as the company grows. They believe in rewarding commitment and success, giving you a real stake in their future.

• Career Progression: They are committed to your professional development. There is potential to progress to a Financial Advisor role in the future, as demonstrated by their recent internal promotion.

• Collaborative Culture: Everyone in the company has a voice. They hold regular team meetings where all staff contribute to decision-making and business operations. Your ideas and input will be valued and encouraged.

• Flexible Role: They are open to shaping this role around the right candidate. Whether you prefer a focus on client interaction or want to dive deep into the technical aspects of Paraplanning, they will work with you to design a role that suits your strengths and aspirations.

• Innovative Tools: They use cutting-edge Paraplanning software that incorporates AI, streamlining tasks and allowing you to focus on delivering the best outcomes for clients.

About You:

• You have experience as in a Senior Adiministrator or Junior Paraplanner role and a strong understanding of financial planning processes.
• You are detail-oriented, with excellent analytical and report-writing skills.
• You are proactive and eager to contribute to a growing business.
• You are a team player who values collaboration and open communication.
• Ideally you will be Level 4 Qualified or working towards this.

On offer:

• Basic salary of up to £35,000 plus company benefits
• Hybrid working from their office in Sale, Greater Manchester
• Plenty of opportunity to progress your career
• Share Options

What’s Next?

If you’re looking for a role where you can make a real impact, grow your career, and be part of a supportive, employee-owned company, we’d love to hear from you.