Senior Paraplanner

MB Fitzgerald
06 May 2017
05 Jun 2017
Contract Type
Full Time

A boutique, traditional firm of Financial Planners, one of the finest in the North-West, currently have a vacancy for a Senior Paraplanner to join their Manchester offices.

The role will be working closely with the Directors, providing technical support in terms of product research, client recommendations and report writing. You will act as a key point of contact for both clients and members of staff within the business on all technical matters so it is essential that candidates will have an excellent knowledge of all Financial Services products.

Candidates MUST be Diploma qualified as a minimum and ideally will be Chartered or studying towards. You should have at least 3 years experience in a Paraplanning role within an IFA or Wealth Management business. Candidates should have an analytical mind and positive attitude.

Working within a small team, team fit is hugely important for this position. The company have a very positive working environment and staff morale is kept high by helping eachother out, pitching in where needed if a certain member of staff is away from the office or if another department is very busy. The company is extremely client focussed and all work together in the clients best interest so it is essential that candidates share these values.

Package on this role is negotiable depending on experience and qualifications. You will be offered a highly competitive basic salary and an excellent benefits package.