Paraplanner - Pension Specialist

  • Location

    Salford, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £33000 - £40000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1530_1557741868

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

  • Consultant:

    #

A Chartered Financial Planners and Top 100 IFA firm based in the Salford Quays area currently require an experienced Paraplanner to join their growing business. This firm are a growing business who pride themselves on providing a high level of service to all clients. As such, only candidates who have achieved the Diploma Financial Planning (or within 2 exams) will be considered for this position.

Ideally you will be an experienced Paraplanner with a minimum of 2 Years Paraplanning experience within a firm of IFA's. You will be joining an experienced team of Paraplanners and Administrators who provide excellent support to the firm's Financial Advisers. You should have strong knowledge of Pensions, Investments, IHT, Tax & Estate Planning and Protection. You must have experience writing suitability reports and using various fund research tools.

The Adviser that this particular hire will be supporting does a lot of work on Pensions, especially Pension Transfers and so any candidates who have experience in this area will have an advantage. Ideally you will also have specialist qualifications in this area such as the G60, AF3 or AF7 although this is not essential.

Candidates can expect to enjoy a successful career with the business, many people in the firm's Director positions joined the business as Administrators or Paraplanners. You will also get a good salary and benefits package upon joining.