Paraplanner - Preston, United Kingdom - mbf.

mbf.

Verified Company

Preston, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner - Leading Wealth Management Organisation - Preston - Salary negotiable plus bonus and benefits
MBF are currently working with a leading wealth management organisation who specialise in providing financial advice to HNW individuals.

They are currently looking for an experienced Paraplanner to work alongside two of their Directors.

This is an exciting opportunity where you will work closely with the Directors and their clients, becoming a regular point of contact for them within thebusiness.

The role:

This is an integral role with high exposure to senior Wealth Planners, supporting them to provide highquality financial planning, with a focus on highnetworth clients in the provision of a "family office" style client service.

Dutues will include:

Producing suitability reports
Update existing or creating new financial planning cashflow reports
Processing new business and completing paperwork.
Your role also supports their Financial Advisers with diary management, booking appointments, and liaising with clients and providers.

Requirements:

Previous experience in a Paraplanner role is essential
Ideally you will be Diploma level 4 qualified but those studying towards would be considered
Excellent communication skills

On Offer:

Competitive salary of up to £40,000. Negotiable depending on experience and qualifications
Pension 6% employer and 3% employee
Opportunities to progress you will be supported with your training and development
Study support
25 days holiday plus bank holidays
Birthday day off
Private medical insurance
4 x Life Assurance
Group income protection
Hybrid working available