Vacancy Detail


Recruit Wealth are representing an Independent Financial Planning organisation to seek an experienced and well qualified Paraplanner. This well regarded Greater Manchester based company are looking to recruit a skilled individual to work alongside high producing Financial Planners who manage a diverse portfolio of private clients relating to personal wealth.

Your role will be to conduct detailed research and reports of the client’s current situation in the short, medium and long term relating to pensions and investments.

You will be able to explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners.

The successful applicant will ideally be Diploma status already and have ambitions of studying further towards Chartered status to uphold the standards of the business.

You will have excellent product knowledge (Ideally from a whole of market environment) with an in depth knowledge of Pension and Investment client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.

Opportunities to progress to Advising could well present themselves over the long-term, however, this is not prerequisite to be considered for the role if you consider yourself to be a career Paraplanner.

A generous salary, company benefits as well as an encouraging working culture are all available with this opportunity.

Please note: Whilst restrictions are in place due to COVID-19 the business is operating home working to ensure the safety of its staff.

Please apply for an immediate response here at Recruit Wealth.

Location: Stockport, Greater Manchester | Salary: 40000 - 45000 per year | Job type: Permanent | Posted: 12/04/2021