Accountancy Divisions Limited
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Paraplanner - Boutique IFA Firm

£28,000 - £34,000 plus bonus

Manchester, City Centre

Financial Divisions are currently working with an exciting IFA firm based in a high end city centre location in the heart of Manchester. The firm have experienced substantial increases in turnover year on year and are continuing to grow the business whilst maintaining their reputation as one of Manchester’s leading firms. The firm currently seek a Paraplanner to join their team, as Paraplanner you will be responsible for:

  • Providing suitability letters for Advisers & clients in accordance with each client’s specific risk appetite and personal situation

  • Conduct in depth technical analysis on products on a whole of market basis

  • Provide technical support and advice to clients and Advisers

  • Working closely with Advisers and clients on a bespoke/tailored basis

  • Working across products including investments, pensions, trusts, inheritance tax and estate planning

  • Opportunity to work with HNW clients as well as the chance to work on some corporate client projects

As Paraplanner you will ideally be Diploma Qualified or nearing completion of the qualification with strong experience in the wealth management sector having worked in a Paraplanner or Senior Financial Administration role for at least 18 months previously. As Paraplanner you will also have strong communication skills and a keen eye for detail. Please forward your CV to Mark Flannery at Financial Divisions