MB Fitzgerald are currently working exclusively with a Wealth Management Organisation who specilaise in working with UHNW Clients. Based in the centre of Manchester, they are looking to recruit for a Trainee Paraplanner.
The Trainee Paraplanner will be working in a team of 4 including 2 Client Partners (Wealth Managers), one experienced Client Manager and yourself (Trainee Client Manager). The role will initially be Administration focused, although you will be trained on Report Writing and Research skills in order to support with all duties.
Working exclusively with UHNW individuals, this company are seeking highly competent, motivated individuals to help drive the business forwards. Nearly all members of staff are Graduates and have strong academic backgrounds as well as a good level of Professional Qualification.
There will be plenty of opportunity to progress within the company as they grow and for those whose aim is to eventually become a Paraplanner or Financial Planner this could be an ideal move. The work will be very varied and interesting. The Advice is Investment lead but they also work with Private Equity, Segregated Accounts, ETFS, Offshore Bonds, SIPPs, Cashflow Modelling (for which they have their own in-house system).
Candidates should have previous experience of Financial Planning Administration and should have a good technical knowledge including using various Provider Platforms and research tools. Those who have studied for Diploma Qualifications will be at an advantage. Candidates should also be confident, personable and professional individuals with the ability to deal with HNW individuals. Package on this position is negotiable depending on experience and qualifications.