Paraplanner

  • Location

    Manchester

  • 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:

    BBBH3178_1637169581

  • Published:

    14 days ago

  • Expiry date:

    2021-12-17

  • Consultant:

    David Everingham

Paraplanner - Manchester / Home working - Award winning Chartered Financial Planner's - Salary around £40K plus company benefits

MB Fitzgerald Recruitment are currently working with an award winning firm of Chartered Financial Planners based in Manchester. This small firm are highly successful in spite of their size, with over £200M FUM and new business enquiries regularly coming in through referrals, predominantly with HNW clients.

Requirements:

  • They currently have a requirement for an experienced Paraplanner to join their team.
  • Candidates should have a minimum of 5 years industry experience
  • You must be Diploma qualified as a minimum, ideally studying towards Chartered status
  • You should be a competent report writer with an analytical mind and familiar with research tools such as FE Analytics

On offer:

  • A competitive package including salary of around £40K plus Bonus
  • Benefits including Pension, DIS, Income protection
  • Flexible home working requiring just 2 days in the office per week
  • A professional working environment with a company who will actively enourage you to progress within the business and towards professional qualifications