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Private Client Assistant/Paraplanner

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Job details
Private Client Assistant/Paraplanner
WEB460878DLH
to £22,000 plus penison and benefits
Manchester


A new role has arisen as Private Client Assistant working for the Financial
Planning team in the Private Banking Department. This is an exciting
opportunity to join a team of five, providing services to clients and
developing the wealth management function.

The position will involve the production of financial reports for the Director
and Manager to send to clients, technical research and dealing directly with
clients by telephone and in writing. An important part of the role will be
the liaison with clients, solicitors and accountants, therefore effective
communication skills and the ability to build a good rapport are strong
requirements. Experience of inheritance tax planning and offshore bonds would
be advantageous, and a minimum of 12 months’ experience of reporting-writing
in a similar role are essential requirements.

Candidates should ideally be fully FPC qualified and be educated to at least
A-level standard. Experience of 1st Software is also highly advantageous.
 
Contact details
Dan Haynes
0161 839 3337
d.haynes@ipsgroup.co.uk