Financial Planning Expert

3 weeks ago


Manchester, United Kingdom mbf Full time
Role Overview

We are currently working with a National Wealth Management organisation to recruit an experienced, Technical Paraplanner.

The role will be working for their Manchester office but can be either office based or hybrid (mix of office and home working).

Job Description

This company recognises the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home (up to 3 days per week) or be office based.

The role involves providing technical paraplanning support to their highest performing Chartered Financial Planning Partner.

You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Key Requirements
  • Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.
  • You must have previous Paraplanning experience and should be a competent report writer.
  • Candidates should have experience with UHNW clients and the more complex financial planning solutions that are sometimes involved when dealing with this level of client, such as VCT's, EIS, IHT, Family Investment Companies.
  • Cashflow Modelling experience is essential.
Benefits

Competitive salary up to around £55K, depending on experience.

Comprehensive benefits package.

Discretionary annual bonus.

Full support to attain further qualifications.

Excellent opportunities for career development.



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