Paraplanner - Assistant Financial Planner

MB Fitzgerald
10 Jan 2018
11 Feb 2018
Contract Type
Full Time

We are currently working on an exclusive basis with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Northwich office.

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 few of their local 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 and research assistance. Candidates will be responsible for writing detailed suitability reports for clients as well as acting as a point of reference for the Advisers on technical matters, discussing the fund research and potential recommendations.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum. You must have a strong technical knowledge of Financial Services products including Pensions, Investments, Estate planning etc. 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.

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.