Home based Paraplanner

  • Location

    Liverpool

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3602_1655890965

  • Published:

    11 days ago

  • Expiry date:

    2022-07-22

  • Consultant:

    David Everingham

Home based Paraplanner - Salary negotiable to £45,000 - Anywhere in the UK, National Wealth Management Organisation

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their centralised, Home based Paraplanner team.

This role will be 100% home based, supporting many of their Financial Advisors across the UK and helpng them to provide a first class service to their clients.

The role:

  • Our client is a highly reputable Wealth Manager with offices across the UK.
  • Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of experienced Financial Planners.
  • You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Requirements:

  • Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.
  • You must have previous Paraplanning experience and should be a competent report writer, ready to hit the ground running

On offer

  • Competitive salary depending on experience
  • The organisation will provide full support to attain further qualifications and have an excellent benefits package.
  • Annual discretionary bonus
  • You will be offered excellent opportunities in the future to progress within the organisation.
  • You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
  • This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
  • You will be joining a well-known and highly respected organisation with excellent career development opportunities.