Full-time
Posted on 05 March 25 by Samantha Golding
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Job Title:
Paraplanner
About Stratton Wealth Management:
As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and FUM. As such we are looking for a motivated and highly analytical paraplanner to join our team within the Manchester Head Office.
You will be responsible for analysing the client’s current financial position, assessing how to best meet the needs and objectives of the client and devising an appropriate strategy to be implemented. You will deliver your analysis and strategy within well-structured and concisely written suitability reports. As we strongly believe in a collaborative approach you will work closely with the administration team, advisers and key stakeholders as well as building relationships with clients, product providers and investment managers in order to deliver the highest quality of advice.
You will be a passionate and conscientious individual who embraces our holistic and bespoke approach to advice, building long-lasting and trusted relationships with our clients. The paraplanning function ensures that our client’s investment portfolios are efficiently managed and you will be key in delivering this.
Package Details:
The successful candidate will receive a Salary of £40,000 - £45,000 Per Annum
Other benefits include:
Duties and Responsibilities:
Your duties will include but not be limited to:
The Ideal Employee:
In a constantly changing regulatory framework, the candidate needs to be adaptable. They need to be able to cope with a fast paced and deadline driven environment and be able to manage multiple cases and workload. Given our clients are typically high net worth, you will be dealing with significant investment portfolios, and therefore we require an extremely conscientious and organised individual, with a strong understanding of mathematics and an analytical mindset.
Relevant Skills/Experience:
Experience required: Minimum of 4 years experience within paraplanning.
Qualifications required: CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification.