Paraplanner

  • Location

    Altrincham

  • 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:

    BBBH3310_1637762708

  • Published:

    7 days ago

  • Expiry date:

    2021-12-24

  • Consultant:

    David Everingham

Paraplanner - Altrincham - Salary negotiable to £45K plus Benefits

MB Fitzgerald Recruitment are currently working with a Cheshire based firm of Chartered Financial Planners who are well established in the area, providing a broad range of Independent Financial Advice and Services.

The company work with a variety of clients with different needs and can provide specilalist Advice in the areas of; Personal Injury Trusts, Court of Protection, Retirement Planning, Inheritance Tax Planning, Care Fee Planning and Protection as well as Investment Management.

The role:

  • This is a traditional Paraplanning role focusing on compiling information and writing comprehensive reports for clients.
  • You'll work closely with both the Advisor and the client, identifying areas for planning, researching suitable solutions and reporting back
  • You will act as a point of contact and deal effectively with queries from clients and other parties
  • You will also sit on the investment committee and will be involved in all meetings

Requirements:

  • Ideally we are looking for an experienced Paraplanner who see's this role as a career rather than a stepping stone to Advice. You will be respected in this role and highly valued within the company
  • Candidates should be Diploma Qualified as a minimum, ideally Chartered or studying towards this
  • Strong technical Financial Planning knowledge
  • Excellent report writing skills

On offer:

  • This is a first class Paraplanning opportunity where you will be able to do all aspects of the role for the client.
  • Generous basic salary, negotiable depending on experience and qualifications - they will pay what it takes to attract the right person
  • minimum 24 days holiday + statutory (increasing with length of service)
  • 4 x Death in Service
  • Potential for Annual Bonus
  • Group Personal Pension Plan after satisfactory probation
  • Financial support with studying for Professional Qualifications
  • Payment of CII Membership
  • Salary dependent upon experience
  • Group Income Protection Plan