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Paraplanner - HNW Private Bank

Posted 4 January by MB Fitzgerald Ended

MB Fitzgerald are currently working with the Financial Planning team of a well known Private Bank to recruit a Paraplanner for their Manchester branch.

Working exclusively with UHNW individuals, this company are seeking highly competent, motivated individuals to help drive the business forwards. Their staff have strong academic backgrounds as well as a good level of Professional Qualification so you will be expected to meet these standards and continue your development. Ideally you will be Diploma Qualified as a minimum and those with the Advanced Diploma or studying towards will have an advantage.

The role is a Paraplanner position, writing bespoke Suitability Reports and researching suitable funds for the client. The Advice is typically Investments and Pensions but they also work with IHT, Private Equity, Segregated Accounts, ETFS, Offshore Bonds, SIPPs, Cashflow Modelling etc. You will be working with the Manchester based Financial Planners (Fellow and Chartered Financial Planner) and will be supported by the other Paraplanners and specialist support team.

Salary for this position is negotiable depending on qualifications and experience. You will also receive a first class benefits package, full study support with professional qualifications and a generous Bonus.

Reference: 34141200

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