Business Manager/Paraplanner – Financial Planning J – 501
Nr Middlewich, Cheshire.
£ 24,000 – £35,000 basic + discretionary bonus + benefits
Established in 1998, a Lifestyle Financial Planning firm, based on the very outskirts of Middlewich, Cheshire are looking to welcome a professional individual to the team who will be pivotal to the business in every way, principally client care and supervision of the office and the team members.
The business currently have 6 staff; compliance, administration and finance support, working with two well qualified Wealth Advisers. They pride themselves on providing genuine lifestyle financial planning; helping their clients achieve their full potential, with regards to their personal lifestyle and financial goals.
They require an experienced client centric person for this role, capable of providing a great service to their new and long standing clients, from dealing with smaller queries to technical calculations and recommendations.
The clients that you will meet, and be an ongoing point of contact for, are mainly wealthy private clients from Cheshire, with whom you will build strong relationships. You will be present at fact finds, yearly reviews, and be responsible for conducting whole of market research of Pensions and Investments, and deliver your findings in meetings along with producing suitability letters.
You will also have the strengths of a small business/office manager, responsible for certain operational aspects and staff supervision.
You will also be rewarded financially on top of your generous salary for each case you complete. You will also be invited to attend seminars and training.
If you are ready to take challenge, in a financially and personally rewarding position in a beautiful setting in Cheshire, with easy access from the M6, then please apply or connect with me on LinkedIn for further details: Diana Sproston
The owner is very much looking forward to meeting people who would fit well with her team..
.. your experience is important – however it is paramount that you are as friendly and as helpful as the rest of your new colleagues.
24,000 – 35,000 basic.
Other benefits and bonus to be discussed privately on application.
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