Paraplanner

Brooks Macdonald Group plc; Altrincham; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading wealth management firm in Altrincham seeks a Paraplanner to provide technical support to financial consultants, create detailed investment reports, and prepare pre-investment packs. The ideal candidate has a Financial Planning Diploma (Level 4) and a minimum of two years’ Paraplanning experience. This role emphasizes collaboration, with employees in the office three days a week, promoting a culture of diversity and inclusion.

Qualifications

• Minimum two years’ experience as a Paraplanner in a similar firm.
• Hold or be working towards Financial Planning Diploma (Level 4).
• Knowledge of investing and financial services products is essential.

Responsibilities

• Create investment reports for existing clients to provide detailed insights.
• Prepare pre-investment packs for Financial Consultants to assist recommendations.
• Produce market research reports for Financial Consultants.

Skills

Knowledge of investments and financial services products

Communication skills

Research ability

Education

Financial Planning Diploma (Level 4)

Job description

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.

The Paraplanner is responsible for providing technical support to financial consultants and administration staff. The individual will also create and compile investment reports for new and existing clients, and undertake research.

This role is based in Altrincham.

Role Responsibilities

• Create investment reports for existing'intérêt to provide in-depth detail about various investment portfolios
• Prepare pre-investment packs for Financial Consultants to support recommendations
• Produce market research reports for use by the Financial Consultants to ensure all investments are kept up to date and competitive
• Provide technical assistance to the Administrators where required
• Maintain contact with investment/insurance companies and support the management of these investment relationships
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Knowledge, Skills and ExperienceOf

• Hold or be working towards Financial Planning Diploma (Level 4)
• Minimum two years’ experience as a Paraplanner in a similar firm
• Knowledge of investments and financial services products
• Knowledge of investing PI awards
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