Paraplanner

  • Location

    Preston

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3399_1641989522

  • Published:

    6 days ago

  • Expiry date:

    2022-02-11

  • Consultant:

    David Everingham

Senior Paraplanner - Preston - Salary up to £45,000 plus great benefits

MBF. are currently working with a well established firm of Independent Financial Advisors based in Preston who are looking to recruit an experienced Senior Paraplanner.

The company have a successful, close knit team and pride themselves on their hard-working, friendly working environment. The Management look after their staff and offer a range of benefits to promote their well-being.

The role:

  • The role is to provide technical support to the company's Financial Advisors; Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to their small team of Financial Planners
  • As a Senior Paraplanner, you will also act as a point of contact and a mentor to a Trainee/ Junior Paraplanner, who will assist you with your workload.

Requirements:

  • We are looking for a candidate with a minimum of 3 years' experience in a Paraplanner role
  • Candidates should be Diploma qualified as a minimum. Those with Advanced qualifications will be at an advantage
  • You should have a strong product knowledge of all financial services
  • You MUST be able to write clear and concise reports adhering to compliance regulations

On Offer:

  • Excellent opportunity to become an integral member of a small but highly successful business
  • Competitive basic salary of up to £45,000, negotiable depending on experience and qualifications
  • Great benefits package including Pension, DIS, PHI, study support, flexible working etc