Paraplanner

Posted 22 October by ST Resourcing Ltd
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A Manchester city central independent wealth management and financial planning consultancy is recruiting for an additional Paraplanner to join their team.

They work with individuals, families, trustees and corporate entities throughout the UK. All Advisers are Chartered Financial Planners and this has helped them deliver outstanding service to clients and their families in an environment based on mutual respect and trust.

The base salary for this role is up to £40,000 with some very good benefits.

As with the majority of Paraplanner roles, you will be involved with full research and report writing for a variety of cases. Where the roles differs is the type of clients - all of which are £500k+ through to many millions, in addition to this the company recognise the value a Paraplanner brings to a role and as such they value the opinions given and the recommendations following fact finds. If you are an experienced Paraplanner and want a role where you can make a difference rather than being reactive time and again then please consider applying.

You must hold the Diploma in Financial Planning as a minimum, ideally working toward chartered status.

Reference: 40955013

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