Paraplanner

Stockport, Cheshire
mbf.

Paraplanner – Stockport (Flexible working) – Salary negotiable to £40,000

MB Fitzgerald Recruitment are currently working with one of the UK’s largest and most successful Independent Financial Advisory organisation’s who are now seeking to recruit an additional Paraplanner to join their team

The role

In this role you will be required to –

• Work with Senior Financial Planners to provide technical support
• Prepare detailed recommendations & write bespoke financial planning reports
• Liaise with HNW & UHNW clients

Requirements

• To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role
• Previous report writing experience is essential
• You will also need be Diploma qualified or studying towards this
• Experience using Intelligent office is desirable

On Offer

• Basic salary of up to £40,000 plus company benefits
• Work from home up to 2 days per week
• Study support
• Opportunity to progress within a National organisation
• 25 days’ annual leave, plus office is closed between Xmas and New Year, which is additional leave
• Group pension -7% employer contribution
• Death in service cover of 4 x salary
• income protection cover
• Critical illness cover of up to £10k
• Private medical cover