The role in brief:
An opportunity has arisen to join our Financial Planning team as a Paraplanner. This is a unique opportunity to work within a firm of Chartered Accountants and business advisers. Our Financial Planning business is ready to grow but requires further capacity to facilitate this. You will work as part of the financial planning team providing an excellent service to clients’ in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs.
Who we are looking for:
This is an ideal opportunity for:
• a well-established Paraplanner;
• someone who has some initial experience working as a Paraplanner;
• someone who has built up their financial services experience and feels as though they are ready to make the step up to become a trainee Paraplanner.
You may be looking to enhance your Paraplanning skills and further your professional career.
You might be looking to support other team members who are looking to develop their paraplanning skills.
You may need a new challenge and join a team who have entered a growth phase.
You may be self-employed but looking for the security of an employed role. You may be a Financial Adviser whom is looking to move in to a technical role.
We will provide a study package towards the CII diploma, chartered or fellowship qualification, including study leave and will mentor you through your qualification journey.
We also provide a complementary range of training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm.
We have quarterly performance review conversations to ensure your development is on track.
We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals.
We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.
We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.
We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.
Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.
We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled.
Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there. Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.
You will support our financial advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of financial planning – cashflow planning, tax mitigation, investment strategy and asset protection.
Produce client friendly financial planning reports in line with our clear and consistent processes.
You would work closely with our financial advisers to research solutions, investment funds and challenge the adviser.
Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking.
Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies.
As your experience grows you may look to develop your skills and work towards a more senior role within the paraplanning team or financial adviser role.
As well as some relevant experience in accountancy, we’d like you to be:
• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
• Passionate about providing great client service.
• Great at communicating with people at all levels – face to face and in writing.
• Positive and good at using your initiative.
• Good at working under pressure.
• Motivated and well organised.