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Senior Paraplanner - Lancashire

Salary Competitive
Type Permanent
Sector Wealth & Asset Management
Job Reference UK01/SXA/26809
Contact Sorina Anastasiu
Date posted 21-08-2017

Senior Paraplanner - Salary up to £45,000 plus bonus/benefits.

Our client is a highly respected chartered accountancy firm with an established IFA division with offices across the North West. They are currently looking to recruit an experienced Paraplanner to join their Bolton based team.

Providing support to the firm’s IFAs the role will entail working as part of a technical support team responsible for all product research, report writing and on-going contact with clients. Given the nature of the business most individuals dealt with at the firm are affluent private clients so applicants need to be comfortable dealing at such a level.

The advice is entirely bespoke meaning that knowledge of pensions, investments and protection products is a pre-requisite. It is also a requirement that applicants have had experience working in a similar capacity within an IFA practice. In return the company offers a competitive basic salary plus a full benefits package.

Candidates must have the Diploma in Financial Planning and experience of working with IRESS, Truth and platforms will be advantageous.
On offer is an attractive starting salary, access to a bonus scheme, pension and free on-site parking.

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Senior Research Specialist