Shadow Adviser/Technical Paraplanner

Landmark Financial Planning

Manchester

The company

Landmark Financial Planning is a directly authorised financial planning practice, based in Manchester. Our head office is in Saddleworth and we have a serviced office for client meetings in Spinningfields. We are a close knit team of three advisers and five support staff.

We offer a comprehensive financial planning service including cashflow forecasting, as well as pension and investment work. Our business is based on long term client relationships and excellent service levels, with a smaller number of high net worth client families. We value a healthy work life balance and our advisers only see clients at our office and within normal working hours.

We are recruiting as part of our expansion and succession planning, and the roles offer significant potential for personal and professional growth for the right candidates.

 

The role

We are looking to recruit a Shadow Adviser/Technical Paraplanner to work alongside our existing advisers and support team. This individual will be a key player in a small team, having input to both client advice and business processes as a whole. They will also have administration support to assist them in their role.

This would be a chartered individual with experience. They would be expected to work closely with advisers in the delivery of the financial planning process. They would be technically proficient but not want to seek adviser status.

This position is full time but consideration would be given to part time for the right individual.

 

About you

In order to be successful in the interview process, you will be:

  • Ideally Chartered or on the way to becoming Chartered.
  • Competent with cashflow forecasting and all technical aspects of day to day client work – specifically pensions and investments.
  • Technically proficient but perhaps not interested in seeking adviser status.
  • A team player with the ability to develop strong internal and external relationships.

 

This position is full time but consideration would be given to part time for the right individual.

For more information about us or the role, please email Eric Mowinski on eric@landmarkfs.co.uk

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