Wealth Management Paraplanner

24000.00 - 30000.00 GBP Annual + GBP24000 - GBP30000/annum
15 Feb 2017
15 Mar 2017
Contract Type
Full Time
Position: Wealth Management Paraplanner
Location: Blackburn
Salary: GBP24000 -GBP30000 per annum
Job type: Permanent / Full time (36.25 hours a week)
Department: Wealth Management

Company Overview:

Our company is a vibrant and dynamic firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. The organisation runs alongside the accountancy practice and provides high quality wealth management advice to a wide range of individuals and businesses.
We have ambitious growth plans and were recently placed 3rd in the 2016 Accountancy Age Top 10 UK Employers.
The firm is a member of Praxity, the 7th largest global accountancy organisation. Being part of a global network allows us to have international connections and a great source of secondment opportunities.
An opportunity has arisen to join the growing Wealth Management team as a Paraplanner.

Job purpose and primary objectives:

To work as part of the wealth management team providing an excellent service to clients, in accordance with the company??s values, procedures, prevailing legislation and good professional practice so as to meet or exceed the clients?? expectations and needs.
Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management ?? planning, tax mitigation, investment strategy and asset protection.
Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports and track cases through to completion.
Assist the Compliance Officer in maintaining appropriate systems and records
Deal with the implementation and maintenance of group pension schemes
Play an active part in business development initiatives.

Our ideal candidate will:

Be an experienced Wealth Management Paraplanner
Have experience of dealing with high net worth individuals.
Have experience of advising on and implementing group pension schemes

We also want you to be:

Keen to play an active role in a dynamic team
Looking for fresh challenges and development
Great at communicating with people at all levels ?? face to face and in writing
Positive and good at using your initiative
Organised and good at working under pressure
Background skills and experience desired:
Have worked in the independent advisory market
Qualified to CertPFS or higher

Training Provision:

Support will be given, where appropriate, to continue professional development
Internal support to develop knowledge
Regular performance reviews, alongside an annual personal development plan, to ensure
development is maintained and help you reach your full potential
Package details:
Salary: Dependent on experience


23.5 days?? holiday per annum + bank holidays (3.5 days to be used for the
Christmas closedown)
On site free parking
Flexible benefits (salary sacrifice) scheme including a range of benefits such
as private medical insurance, child care vouchers, extra holidays etc.
Employer pension contribution of 5%
Death in Service life cover of 2 x salary
Permanent Health Insurance (PHI) following 2 years?? service
Annualised hours based on 36.25 hours per week (or agreed part time hours)
Full technical training and support

Key skills: Wealth Management, working with high net worth individuals, group pension schemes

If this is of interest to you, then please apply now

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