October 2018
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Paraplanner – Blackburn

North West England

Dependent on experience

PM+M is a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. We have ambitious growth plans and our goal is to be the best north-west firm of finance professionals. PM+M is a member of Praxity, the 7th largest […]

Recruiter

PM+M

Posted

10 October 2018

Closes

Sector

Investment, Pensions, Tax, Wealth Management

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

PM+M is a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. We have ambitious growth plans and our goal is to be the best north-west firm of finance professionals.

PM+M is a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.

An opportunity has arisen to join the 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 our clients in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs.

Duties and responsibilities:

• 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.
• Assist the Compliance Officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
• Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies.

Reporting and performance management:

• Reporting to Senior Paraplanner
• Quarterly performance reviews, alongside an annual personal development plan, to ensure development is maintained to help you reach your full potential.
• Professional, technical and soft skill training.

We also want you to be:

• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
• Passionate about providing great client service.
• 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.
• Motivated and well organised.

Our ideal candidate will:

• Be familiar with the use of recognised software applications (Word, Excel, Outlook and X plan or similar).
• Have excellent verbal and written communication skills as there will be contact with clients at all levels.
• Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.
• Paraplanning experience, preferably working in the wealth management arm of an accountancy firm.
• Experience of dealing with high volumes of work, Suitability report writing, research and producing financial planning recommendations.
• Experience in dealing with Defined Benefit’s transfers, Pension Switches, Group Pensions, Cashflows, Pension Planning and Investment advice.
• DIP PFS or working towards

Package details:

Salary: Dependent on experience

Benefits:
• 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 7%
• Death in Service life cover of 4 x salary
• Full technical training and support
• Financial Support towards exams Diploma and/ or Chartered Financial Planner.

Please apply by email to lauren.ainsworth@pmm.co.uk

www.pmm.co.uk

EMAIL RECRUITER

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