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Experienced Paraplanner (Client Associate) – Manchester -Competitive Package

North West England

Competitive Salary - dependent on experience

Brown Shipley is looking for an experienced Paraplanner (Client Associate) to join our Manchester office in the heart of Spinningfields. It’s an exciting time to join us as, although we are an established business with over two centuries of history, we are constantly growing and developing our offering to clients. Recent acquisitions have helped build […]

Recruiter

Brown Shipley

Posted

2 September 2017

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Brown Shipley is looking for an experienced Paraplanner (Client Associate) to join our Manchester office in the heart of Spinningfields. It’s an exciting time to join us as, although we are an established business with over two centuries of history, we are constantly growing and developing our offering to clients. Recent acquisitions have helped build on our existing wealth management team and we are looking for a Paraplanner who has excellent technical knowledge combined with a pro-active approach to work. There is lots of potential to get involved with project work as we develop our service offering to clients.

Brown Shipley has six offices in the UK that offer clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. By putting our clients first and listening to their requirements we help them realise their ambitions.

The role:

You’ll be working with our team of paraplanners providing support to the wealth management advisors across Manchester, London and Leeds. The role includes:

• Technical research
• Report writing and drafting advice letters
• Cash flow forecasting
• Keeping client affairs “under review”
• Managing client expectations
• Liaising with internal administration teams and external parties

What we’re looking for:

Ideally diploma qualified or working your way towards
Great team working skills
Ability to prioritise and balance workload.

In return we can offer a competitive salary, a 35 hour week and the following benefits:

• 25 days holiday
• Life assurance x 4
• 5% pension, with up to a further 5% matched
• Private medical insurance
• Income protection
• Discretionary bonus

To apply please send your CV to HRTeam.BSCo@brownshipley.co.uk.

EMAIL RECRUITER

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