Paraplanner - Chartered Financial Planners

  • Location

    Hale, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1038_1566390177

  • Published:

    about 1 year ago

  • Expiry date:

    2019-09-20

  • Consultant:

    #

Our client is a forward thinking, award winning firm of Chartered Financial Planners based in Hale, Cheshire. This company specialise in providing tailored Financial Planning solutions to HNW individuals or small businesses and take pride in their first class customer service. They are looking for an experienced Paraplanner who can fit in well with the team and share their values.

The Paraplanning role will focus on Report Writing and Research assistance for the Financial Planners. Candidates must have previous experience in this area as well as a strong technical knowledge of Financial Services Products; Pensions, Investments, Protection, Trusts etc. Ideally candidates will be Diploma Qualified or working towards Chartered status although experience and the ability to learn is more important.

The company invest a lot of time in the training of their staff, with new systems and processes being implemented regularly to ensure that the business remains ahead of the competition. We are looking for a candidate that is a fast learner, willing to adapt to changes. Currently they are using the Enable back office system along with the Fusion platform, which provides a very clear and interactive system for both staff and clients to use. Full support is also provided for candidates who wish to progress with professional qualifications.

Salary is negotiable depending on experience and qualifications. Benefits include a 6% company Pension, DIS, PHI and 25 days holiday.