Paraplanner

Daintree Wealth Management Limited; Manchester; On-site; GBP 60,000 - GBP 80,000; Full time

Job description

Daintree Wealth Management is built on the principles of radical truth and radical transparency, fostering an environment of meaningful work and relationships. We prioritise openness, encourage discussions, and view challenges as opportunities for growth and innovation. By constantly striving for excellence through collaboration, we achieve outstanding outcomes and continuously improve our shared practices. Our team is driven by a combination of ambition, practicality, and evolving expertise to deliver the highest quality results in wealth management.

Role Description

We are seeking a dedicated and detail‑oriented Paraplanner to join our team on a full‑time basis. This is an on‑site role based in the Manchester Area, United Kingdom. The Paraplanner will be responsible for supporting financial advisors in delivering comprehensive financial planning services, conducting detailed research and analysis, creating financial reports, and assisting with investment planning and client portfolios. The role involves working closely with advisors to develop and implement personalised financial strategies for clients.

Qualifications

• Proven experience in Financial Planning and support advisors in creating tailored client strategies.
• Strong Analytical Skills to conduct detailed research, evaluate financial data, and propose effective financial solutions.
• Knowledge of Investments and expertise in portfolio analysis.
• Proficiency in Report Writing to produce accurate and professional financial reports for clients.
• Exceptional attention to detail, organisational skills, and the ability to prioritise tasks effectively.
• Strong communication and collaboration abilities to work efficiently within a team setting.
• Relevant certifications such as Diploma in Financial Planning (DipPFS) or equivalent qualifications are highly desirable.
• Familiarity with Intelligent Office and Cashcalc is a plus.