We’re Hiring: Paraplanner

South Manchester, near Stockport, Cheshire

Freedom FP is a boutique Financial Life Planning firm and is growing!

We are currently seeking an experienced Paraplanner to work closely with our two Financial Planners and Technical Team.

Highly numerate and analytical, you’ll have the ability to assimilate complex data and devise effective solutions for our clients.

You’ll assist in the creation of client financial plans and enjoy offering technical plan solutions alongside the Planner. Ideally you will be comfortable liaising with clients, who we help find their “freedom” with detailed and sometimes life changing financial plans.

The main responsibilities for this role require you to assist in the preparation of client reviews which will include full product research, liaison with product providers and third parties on any technical queries, obtain relevant quotations and documentation when required.

Freedom FP is looking for a diligent individual who has previous paraplanning experience. You will be dynamic and flexible in your approach to work and you will be qualified to level 4 minimum.

Competitive salary, commensurate with experience and ideally you will be AF3/G60 qualified. Benefits include discretionary bonus scheme, revision and study support, pension scheme, death in service scheme, access to childcare voucher scheme, 24 days holiday including Christmas shutdown. Equally importantly you will be part of a growing, innovative, friendly, positive and passionate team of people.

View the full job specification here.

Freedom Financial Planning develop life changing financial plans for business owners and professionals in South Manchester. If the above job specification appeals to you, please email your CV and covering letter detailing how you meet our requirements, including your current salary and aspirations.

Email Sue@FreedomFinancialPlanning.co.uk quoting Paraplanner and code AP16PP