MB Fitzgerald are currently working with a National Financial Planning organisation to recruit an experienced Paraplanner. This company are highly respected and have offices across the UK. They specialise in providing Financial Advice to HNW Individuals and Corporate Organisations.
The Paraplanner will support two Partners in the Sheffield practice. The team consists of a Practice Manager, a Senior Paraplanner and two Private Wealth Senior Administrators (who deal with administration and are the primary contact for the Partners' clients). This office mainly deal with High Net Worth (HNW) clients who specifically require wealth management, estate planning and other financial planning (such as business or personal protection).
The successful candidate will be required to write bespoke reports that are specifically tailored to the client's requirements. Extremely high attention to detail, thinking outside the box, a 'personal touch' and being able to deal with more complex investment solutions are therefore a prerequisite.
In addition, they will support Partners in carrying out high quality research on a full range of financial planning and writing detailed strategy and recommendation reports resulting in specific recommendations.
Candidates must be experienced Paraplanners who are competent Report Writers. You will ideally be Diploma Qualified as a minimum and candidates who are Chartered or studying towards this will be preferred. Very experienced Paraplanners who do not have the level 4 qualifications will be considered.
This is a fantastic opportunity to work for a true market leader. The company will provide a generous basic salary and benefits package as well as full support towards further qualifications.