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Paraplanner

mbf.
Posted 15 days ago, valid for 4 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an experienced Paraplanner at a top National Wealth Management organization in Manchester, offering a salary of up to £55,000 plus bonus and benefits, potentially negotiable for the right candidate.
  • The role requires candidates to have previous Paraplanning experience and a minimum of a Diploma in Financial Planning, with those holding Advanced Diploma Qualifications preferred.
  • The successful candidate will work closely with senior Financial Planners and Administrators, providing technical paraplanning support to a UHNW client book.
  • The company promotes hybrid working with a minimum requirement of 2 days in the office per week, providing all necessary hardware and software for remote work.
  • This organization is recognized for its commitment to training and development, offering full support for further qualifications and excellent career progression opportunities.

Paraplanner - Top National Financial Planners - Manchester (Hybrid, 2 days per week in office minimum)

up to £55,000 + Bonus + Benefits (Potentially negotiable)

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside oneof their most senior Partners and their UHNW client book.

As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer hybrid working from home on this position, with a requirement to be in the office a minimum of 2 days per week.

The role:

  • Our client is a highly reputable Wealth Manager with offices across the UK.
  • Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
  • You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Requirements:

  • Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.
  • You must have previous Paraplanning experience and should be a competent report writer
  • Candidates should have strong technical knowledge including experience with IHT, Cashflow, VCT's, EIS, Bonds etc

On offer

  • Competitive salary depending on experience, to around £55,000 (potentially negotiable for the right candidate)
  • The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.
  • If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
  • This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
  • You will be joining a well-known and highly respected organisation with excellent career development opportunities.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.