Paraplanner / Practice Manager

  • Location

    Altrincham, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £28000 - £35000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2463_1597409754

  • Published:

    about 2 months ago

  • Expiry date:

    2020-09-13

  • Consultant:

    #

Paraplanner/ Practice Manager - Altrincham - Company is ready for applications now and can hire when an appropriate candidate is found

MB Fitzgerald recruitment are currently working with a small but well established firm of Independent Financial Advisers in Altrincham who are looking to recruit an experienced and Diploma qualified Paraplanner who can also take over some management and compliance duties within the business.

You will be joining in a position with a lot of responsibility, working alongside the MD to provide an exceptional service to the clients and help ensure the smooth running of the business.. The team has 7 staff and you will assume some line manager responsibility over the paraplanning and administrator staff; distributing work and making sure that it is completed efficiently, that it is compliant and to a good standard. You'll also be writing reports, completing fund research and will act as a main point of contact within the business for new clients and third parties.

This is an excellent opportunity for an experienced Paraplanner who is looking for more variety in their role. Previous experience in management or leadership roles will be a positive but is not essential. You MUST be Diploma qualified or within 2 exams.

On offer is a competitive basic salary as well as an interesting role within a stable company who are continuing to work to full capacity through lockdown.