Paraplanner

  • Location

    Leeds

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £50000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3150_1631886739

  • Published:

    about 1 month ago

  • Expiry date:

    2021-10-17

  • Consultant:

    ConsultantDrop

Paraplanner - Home Based, Anywhere in the UK - Leading National Wealth Management Organisation - Salary negotiable depending on experience and qualifications, up to around £50,000

MB Fitzgerald Recruitment are currently working with a leading National Wealth Management Organisation who have offices across the UK. They manage billions of pounds of client's assets and are busier than ever.

They currently have a requirement for an experienced Paraplanner to join their team. The company have fully embraced flexible working and as such, the role can be based anywhere in the UK as a Home based worker, from one of their many offices or a mix of both.

The role:

  • Responsibilities include (but are not limited to) client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts.

Requirements

  • Candidates MUST be Level 4 Diploma qualified
  • You must have at least 3 years' previous experience in a Paraplanner role
  • Excellent communication and report writing skills

On Offer:

  • Highly competitive salary, negotiable up to £50,000 plus company benefits, bonus etc
  • Complete flexibility to work from home/ office
  • Career Progression at one of the UK's top Wealth Management organisations
  • Study support