Paraplanner - South Manchester based, well-established Financial Planning Business - Salary negotiable depending on experience and qualifications
MB Fitzgerald Recruitment are currently working with a South Manchester based firm of Financial Planners who are looking to add an experienced Paraplanner to their busy team. The company have continued to grow despite the pandemic and would like to find someone who can 'hit the ground running.'
The company specialise in providing a high level, tailored financial planning service to private clients in the areas of investments, retirement planning and wealth management.
The candidate will be responsible for technical, research and administrative support tothe Financial Planners and their clients as well as writing compliant suitability reports which reflect the agreed strategy. You'll be working in a busy team existing of 5 other Paraplanners and a number of experienced Administrators, who will all be on hand to help you settle in.
You MUST be an experienced Paraplanner and you should be Diploma qualified or within 2 exams. Those who have more experience or have studied towards Advanced qualifications through the CII or similar will be able to negotiate a higher salary.
Candidates will be offered a competitive package including a competitive basic, 25 days holiday (plus BH), Pension and up to 10% Bonus.