Paraplanner - Leading Investment Management Organisation

Recruiter
MB Fitzgerald
Location
United Kingdom
Posted
11 Feb 2018
Closes
21 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A well respected and influential Investment management firm based in the City of Manchester currently has a requirement for an experienced Paraplanner to join their established Financial Planning team. Candidates must have the ability to be able to complete bespoke, compliant suitability reports and research the most suitable products for clients on behalf of Senior Financial Planners of whom you would be working closely with. Working under pressure and within tight deadlines is a necessity within this role. Our client works solely with HNW individuals so a background of dealing with this type of client on a face to face basis would be considered an advantage. Candidates should be qualified to DipPFS level and be ready to embrace RDR mirroring the companies ethos, although those who have quality experience will be considered if they are within 2 exams of the Diploma. Full support for qualifications, study support will be offered along with a first class benefits package. This is an excellent opportunity to be an important team member within one of the UK's most dynamic and forward thinking wealth managers.

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