Paraplanner

4 weeks ago

Preston, United Kingdom mbf. Full time

**Paraplanner - Leading Wealth Management Organisation - Preston - Salary negotiable plus bonus and benefits**

MBF are currently working with a leading wealth management organisation who specialise in providing financial advice to HNW individuals.

They are currently looking for an experienced Paraplanner to work alongside two of their Directors. This is an exciting opportunity where you will work closely with the Directors and their clients, becoming a regular point of contact for them within thebusiness.

The role:

- This is an integral role with high exposure to senior Wealth Planners, supporting them to provide high-quality financial planning, with a focus on high-net-worth clients in the provision of a "family office" style client service.

Dutues will include:

- Producing suitability reports
- Update existing or creating new financial planning cash-flow reports
- Processing new business and completing paperwork.
- Your role also supports their Financial Advisers with diary management, booking appointments, and liaising with clients and providers.

**Requirements**:

- Previous experience in a Paraplanner role is essential
- Ideally you will be Diploma level 4 qualified but those studying towards would be considered
- Excellent communication skills

On Offer:

- Competitive salary of up to £40,000. Negotiable depending on experience and qualifications
- Pension - 6% employer and 3% employee
- Opportunities to progress - you will be supported with your training and development
- Study support
- 25 days holiday plus bank holidays
- Birthday day off
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Hybrid working available

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