Experienced Paraplanner - Chartered Accountancy Practice

  • Location

    Bolton, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £37000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1796_1560432170

  • Published:

    over 1 year ago

  • Expiry date:

    2019-07-13

  • Consultant:

    #

Our client, the well established IFA Arm of a leading Chartered Accountancy practice, now require an experienced Paraplanner to support consultants providing financial planning advice across investment management, life insurance, corporate pensions and tax planning for an extremely High Net Worth client portfolio.

As a Paraplanner, you will be assisted by a team of administrators in providing technical advice to several HNW Advisors.The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings.

To be considered for this role you will be a motivated Paraplanner, ideally with a strong knowledge of the pensions market. You will also be qualified to a Diploma level as a minimum. Any previous or existing experience and knowledge within the pensions market will be extremely advantageous. An excellent opportunity to work within a forward thinking and well respected establishment.