Experienced Paraplanner

  • Location

    Altrincham, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1919_1564652321

  • Published:

    over 1 year ago

  • Expiry date:

    2019-08-31

  • Consultant:

    #

We are currently working with a leading, established Wealth Management organisation to recruit an experienced and highly qualified Paraplanner. The organisation have multiple offices in the UK although this particular requirement will be based from their Altrincham office.

The current requirement is for an experienced Paraplanner to join the organisation to provide technical paraplanning support to the organisation's top performing consultants. As such, we are searching for someone with outstanding technical knowledge, ideally holding a level 6 qualification.

You will be required to provide support on a daily basis with duties including; providing technical paraplanning support, regularly speaking with clients and brokers over the telephone, attending client meetings when required, working closely with the Adviser to provide holistic advice to a HNW client bank. You will supported by an Administration team, allowing you to concentrate on technical matters.

This is a career technical Paraplanner role for a candidate who is seeking a rewarding and long term career within a highly professional organisation.