Paraplanner - Manchester, United Kingdom - mbf.

mbf.
mbf.
Verified Company
Manchester, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Paraplanner - International Private Bank, Wealth Management division - Manchester/ hybrid - Salary to £55,000 plus excellent benefits


MBF are currently working with the Wealth Management Division of an International Private Bank who are looking to recruit an experienced Paraplanner to join their team in Manchester.


The company:

The Manchester head office is currently mainly Banking and Operations staff, with this being the first Wealth Management hire. However, the Head of Wealth is looking to really build the team within this office in the coming year or two, so there is plentyof opportunity in this team for progression


Main Responsibilities

  • Working closely with the Financial Planners and the inhouse tax team you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.

The areas of advice will include:

  • 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.
  • 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:


  • You should be able to work independently and slot straight into the role without the need for training, other than on the company's processes and systems

Package

  • Salary to £50,000 (potentially higher for the right person)
  • 15% noncontributory pension scheme
  • Private medical health cover with AXA for employee and any family members living at their address
  • Life Cover 4 x base salary
  • Group income protection
  • Annual Health screening
  • Virtual GP
  • Gym subsidy
  • Interest free season ticket loan
  • Cycle2work scheme
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