Job Information

An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business� exposure.

The position is based in Bolton and will involve working closely with Financial Advisors.
Person Specification

· Diploma qualified or close to attaining DipFA/DipPFS status
· Minimum of 3 years� experience of being a para planner at a Chartered Wealth Management practice
· Experience in writing technical suitability reports and conducting high quality fund research
· Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms
· Providing extensive administrative and technical support to the advisors
· Excellent communicator, organized, knowledgeable and technically minded.



This organisation pride themselves in developing staff and keeping their team happy, making this a very friendly environment to be in.



A comprehensive package is on offer with this role starting at £25,000 up to £35,000 depending on experience.
If you are interested and have relevant experience please apply within and one of our consultants will be in touch.