Company: United Cerebral Palsy of Georgia
Location: Manchester
Job Description:
What you’ll do
You will provide administrative support to the firm’s newest adviser, prepare reports using templates, attend client meetings, and use Voyant for cash‑flow modelling and research. Over the next 12 months you will develop into a full‑fledged paraplanner. Salary starts at up to £35 000 and will grow with experience; you’ll also receive a team bonus scheme adding around 10 % of salary.
What you’ll need
- At least 3 years of admin experience in a financial planning firm
- Working towards a Diploma, having passed 2 or 3 exams
- A genuine drive to progress into a paraplanning role
- Evidence of passion for the profession
Strong problem‑solving skills and the ability to use initiative will also set you apart.
Benefits
- Hybrid working (50/50 post‑training)
- Pension
- DIS
- Vitality PMI
- Income protection
- 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year)
About the company
This IFA firm is fiercely independent, favouring small scale, and does not sell. The team consists of 3 planners serving 170 households, supported by two paraplanners and three administrators.
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Posted: June 5th, 2026