A leading Wealth Management practice in North Manchester are looking for a paraplanner to join their team. They currently have five paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. You will be at least Dip and ideally working towards Chartered. The role is hybrid.
They are part of a larger national group but are independent of their influence.
Package
* Excellent salary, study support, defined career path, excellent pensions and benefits
The company
* A leading regional Wealth Management practice.
The Role
* Working with a team of financial planners across the North West of England.
* Providing full technical support
* Undertaking research and production of reports
* Dealing with client queries as required
* Attending team meetings as required, in face or remote.
* Other duties as required.
The candidate
* Experienced in paraplanning and technical support.
* Ideally CII Dip or close to.
* Experience of all major software packages and range of platforms/providers.
Next steps
* Apply with a CV to below email for confidential discussion and review of opportunity and process