Five Wealth are hiring!
We are looking for a paraplanner to join our ranks who has an understanding of the advice process and experience in writing reports for a broad array of financial products and situations. Ideally we would like a candidate who can hit the floor running, however we would consider an exceptional candidate if they had practical industry experience, the ability to write and would pick things up quickly.
We’re obviously biased, but we’re a pretty great company to work for, and if you’re passionate about the job, enjoy being part of a team and willing to continuously improve the way we operate, you’ll fit in perfectly. For further information please contact Susan Nelder: firstname.lastname@example.org
Five Wealth offers financial planning and investment advice to an array of predominantly high net worth clients. We currently consist of 27 employees including administrators, advisers and paraplanners. The company was established in 2016 and has grown significantly so that we now manage over £600m of investments. The company office is located on Quay Street in central Manchester.
We advise a range of business owners, high earners, Trust funds and Investment Companies, and we do not have a ‘typical’ client. Our average client portfolio is somewhere in the region of £1m, however this ranges from c.£100k up to £15m. Advice includes accumulating investments, retirement planning and IHT planning amongst other things, together with a very good understanding of tax considerations in the advice and planning process – we would want the candidate to be confident in all of these areas.
Our advice includes strategy for both financial planning and investments, and all members of our team have knowledge in both areas – we feel this sets us apart from other firms, helps with development and career opportunities for our staff and means that our advisers are providing a holistic service. The company is proud to have achieved Chartered status.
We are looking for a paraplanner to join our ranks who has an understanding of the advice process and experience in writing reports for a broad array of financial products and situations. Ideally we would like a candidate who can hit the floor running so that the focus of their initial training will be around Five Wealth internal procedures rather than products/investments. However we would consider an exceptional candidate if they had practical industry experience, the ability to write and would pick things up quickly.
We are an independent advice firm and therefore the candidate would have to be comfortable interacting with and doing research on products, platforms and providers across the market.
Over time, we would expect the candidate to take a leading role in the paraplanning team, alongside existing experienced paraplanners, including training less experienced staff members and developing our internal processes.
Salary and Benefits