Mcgregor RecruitmentInformation Technology

PARAPLANNER - WEALTH MANAGEMENT

Cheadleonsite

Posted 96mo ago · via Smartrecruiters

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About this role

PARAPLANNER Our client is an award winning Wealth Management organisation that is incredibly successful and well established. Due to continued growth and success of the business they are looking for an experienced individual who is passionate about Financial Services. The role of Paraplanner is involved and busy. You will support a group of Financial Planners and also have day to day responsibility for your clients and will develop strong relationships with your clients on an on-going basis. Some of the key areas you will be involved with include: · Tax planning – ISA and Pension contributions, CGT planning and tax wrapper selection · Estate planning: inheritance tax and trust planning · Asset allocation · Individual funds reviews and portfolio reviews.…

Read the full description on Mcgregor Recruitment's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Cheadle. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included

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