Paraplanner

  • Location

    Macclesfield, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2179_1574265490

  • Published:

    about 1 year ago

  • Expiry date:

    2019-12-20

  • Consultant:

    #

MB Fitzgerald Recruitment are curently working with a highly respected and well established firm of Chartered Financial Planners in Macclesfield. Due to the continued success and expansion of the business they are currently looking to hire an additional Paraplanner to work alongside the existing technical team.

Working as one of 4 Paraplanners, you will be responsible for providing technical support to the company's Financial Planners and their clients. The work will be distributed on a weekly, case by case basis, so you will benefit from gaining the experience of working with a number of Advisers. Once a case has been distributed, you will work closely with the Adviser to discuss the finer details.

You must be an experienced Paraplanner who is Diploma qualified as a minimum. Ideally you will also have progressed with further studies towards Chartered status although this is not essential. You must have good technical knowledge of all financial products, in particular pensions and investments. You'll be supported by a dedicated Administration team ensuring that you can concentrate on technical financial planning matters.

Salary is negotiable depending on experience and qualifications. Candidates will also receive a 5% Pension, DIS, 25 days holiday and full support towards further professional studies.

You'll be joining a progressive business which values it's staff highly and has a history of progressing their staff.