MB Fitzgerald are currently working with a small but fast-growing firm of Independent Financial Advisers in Staffordshire who have big expansion plans. They are currently looking to hire a Senior Paraplanner who shares their ambition, to work alongside their Financial Advisers and help drive the company forwards.
The role will be integral to the company's success, allowing the Advisers to concentrate on existing clients as well as business development targets. In recognition of the importance of this hire, the Director is willing to offer a generous package and flexible working options in order to attract a highly experienced candidate who can stay with the company for the long term. The successful candidate will be working alongside an Administrator to support the company's IFA's and in the future, will potentially progress into a Partner role within the company.
The role will focus on report writing and product research but there will also be some other back office/ management responsibilities over time. The company work mainly with HNW individuals and are expanding in the professional sports area so the work will be interesting and varied. Because of this, previous Paraplanning experience and an excellent product knowledge are required, particularly in pensions and investments. Candidates MUST be level 4 qualified as a minimum and ideally will have studied (or are keen to study) towards Chartered status.
The company are willing to consider candidates on a part time or full time basis, as well as offering flexible home based working options to suit the candidate, making this a very attractive opportunity. Salary is completely negotiable depending on experience and qualifications and candidates can expect to be rewarded for hard work and their progression within the business. This is an exciting opportunity to progress your career in a truly supportive environment.