Senior Paraplanner - Chartered Practice

Recruiter
Exchange Street Financial Services
Location
Manchester
Salary
30000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Paraplanner to join their Manchester based team.

The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate.

The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior partners, ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to on-going professional development to Chartered status (the company funds all exams). Approximately half of the existing paraplanning team is already at Chartered status.