Paraplanner - Private Bank

ST Resourcing
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
A leading and multisite national wealth manager is growing their Manchester team with an additional Paraplanner to support the local and southern based Financial Planners.

This organisation has attracted the talent from some well known and leading IFA firms in the north west, and this says a lot about the complexity and type of clients involved; plenty to keep paraplanners interested!

The salary for this role is up to 40,000 with some very good benefits.

In the role you will provide technical research for a wide range of clients and cases and subsequent report writing and drafting the advice letters and throughout you will review portfolios.

The Advice is typically Investments and Pensions but they also work with IHT, Private Equity, Segregated Accounts, ETFS, Offshore Bonds, SIPPs, Cashflow Modelling etc. You will be working with the Manchester based Financial Planners (Fellow and Chartered Financial Planner) and will be supported by the other Paraplanners and specialist support team.

If you like the sound of this role, then please apply or contact Peter Stebbings on 07817 661587 or email

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