Paraplanner/Senior Associate – Middleton, Manchester
North West England
We are seeking to recruit an experienced Paraplanner in a Senior Associate position within the Firm’s Technical Team.
Rice Whatmough Crozier LLP
16 June 2021
Investment, Pensions, Protection, Tax, Wealth Management
Rice Whatmough Crozier LLP launched in 2010 following a management buyout from the professional services firm Deloitte.
The Partners continue the same core values that have guided them over the many years that they have been advising clients. With almost 60 years’ experience of working with private clients and professional trustees, each Partner is professionally accredited and technically qualified in all aspects of investment, pension, and taxation matters, collectively.
The position would suit an experienced individual who would be required to analyse clients’ needs to the highest level and write client reports. The position requires good technical knowledge in Pension Switching and Transfers, investment portfolios, and an awareness of financial markets. The role also involves attending Investment and Pension Committees together with managing, developing, and training a Technical Team within the business.
The role is challenging, requiring someone who can interact directly with the Partners and staff and provide first class financial advice support to the firm’s advisors.
Main point of contact and support to all Partners regarding the firm’s clients personal financial planning needs.
Experience in using a wide range of software tools, research practices and processes of analysis to create financial plans.
Taking the lead in developing a close and trust-based relationship with the Partners, members of the inhouse team and clients. Development of relationships with third party providers and fund management firms is also a key part of this role.
Providing the firm with a “Planning Champion” role and supporting technical colleagues with all aspects of their own personal development needs.
The role requires the individual to be currently QCF Level 4 qualified in Personal Financial Planning with QCF Level 6 underway (support in achieving this level will be provided if required).
Excellent organisational skills with an ability to think proactively and prioritise work;
Excellent communication, interpersonal and listening skills;
Experience of working with Partners/Directors in a highly professional regulated area is essential;
A flexible approach to work;
Experience in creating client Financial Planning Reports to the highest possible standards.
What you will receive
No matter what job you do you should feel valued and appreciated which is why we offer a competitive total reward package, allowing our employees to share in the success they help create.
At Rice Whatmough Crozier, we are committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience, and potential.
If you are interested in this position and securing an initial telephone interview with one of the partners please apply by clicking the email box below and sending your CV.
Direct applications only and no CV’s will be considered from Recruitment Agencies at this stage.