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
