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Jobs

Paraplanner

Full Time   Salary: £50,000

Bury   Financial Services

 

 

A fantastic opportunity has arisen working for a modern financial planning firm.  An extremely modern building with access to a rooftop terrace and a free gym on site.

 

The Role

You will be working closely with the practice principal and head of client services, to help deliver great service and holistic, goal-based financial planning to our clients. Your role will include typical paraplanning tasks; such as preparing financial plans and suitability reports, building and maintaining Voyant cashflow plans, conducting research and investment analysis. The scope of the advice will be varied given the HNW nature of our clients, as along with core investments and pensions, they advise on more complex areas, such as trusts, VCTs, EIS, SSAS pensions and business relief schemes.

 

Benefits

  • Hybrid working arrangement
  • Potential to acquire equity in the business longer term
  • Access to free gym and bike store on site
  • Biannual bonus

 

For more information or to discuss further, contact Ryan McGoff.

e: ryan.mcgoff@dmdrecruitment.co.uk / T: 0161 447 9181

 

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