Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

mbf.
Job LocationManchester
EducationNot Mentioned
Salary£45,000 - £55,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £55,000 plus first class benefits packageMBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technically minded Paraplanner to join their growing team in Manchester.This organisation is a company MBF have worked with on a number of occasions and these vacancies are always highly sought after.The company:

  • The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heavily pensions dominated this area of the business continues to evolve and as such, our client requires acandidate with strong knowledge across all products and services.
  • The role will be working alongside an existing Paraplanning team to deliver a first class technical support service to the Wealth Advisors and their clients
Main Responsibilities:
  • Working closely with the Advisors, you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.
  • Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
  • Undertake technical research, compile financial planning recommendations.
  • Undertake a limited number of defined benefit pension transfer reviews, when appropriate.
  • Attend meetings with Financial Planners, developing relationships with clients.
  • Analyse client data and prepare cash flow analyses.
  • Liaise with product providers and other third parties.
  • Mentor, nurture and develop trainees.
  • Ensure all regulatory and compliance standards are met.
  • Contribute to the ongoing development of best practice within the business.
Requirements:
  • Candidates must be experienced, Level 4 (minimum) qualified Paraplanners.
  • Ideally, candidates will be Chartered or close to achieving this level of qualification
  • You should be able to work independently and slot straight into the role without the need for training, other than on the companys processes and systems
Package
  • Salary to £55,000 (potentially higher for the right person)
  • Industry leading, non-contributory pension scheme
  • Private medical health cover
  • Life Cover - 4 x base salary
  • Group income protection
  • Other excellent company benefits

APPLY NOW

Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved