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Graduate
Opportunity Form
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Please return completed
form to the MMUBS Placement Unit at busplacement@mmu.ac.uk
Employer Information:
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Contact Name*:
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Simon Baggott
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Contact Email*:
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sbaggott@clarionwealth.co.uk
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Company Name*:
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Clarion Wealth Planning Limited
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Company Address:
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Marble
Arch, King Street, Knutsford, Cheshire WA16 6HD
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Company Description:
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Based in
North East Cheshire and tightly integrated into the Manchester professional
services community, Clarion Wealth Planning is a leading wealth management
boutique with a sister company that provides a discretionary investment
service designed specifically for Clarion clients. Clarion is committed to
providing true, lifelong financial planning to a client base of high net
worth business owners. Its managing director is a founding member of the
Institute of Financial Planning. As a boutique firm dealing with
sophisticated clients, Clarion is able to provide a graduate scheme that
offers a rare breadth and depth of experience, with the opportunity to take
on significant responsibility at an early stage.
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Company Web Address:
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www.clarionwealth.co.uk
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Placement Information:
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Job Title:
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Graduate trainee paraplanner
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Location:
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Knutsford
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Number of posts:
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1
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Job Description:
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The scheme
is a structured two-year programme at the end of which graduate trainees will
be highly skilled paraplanners, carrying out detailed technical research and
devising innovative financial planning solutions for Clarion’s demanding
clientele of high-net-worth business owners. They will also be supported as they
study toward the gold-standard Certified Financial Planner qualification
awarded by the Institute of Financial Planning, an accreditation they will be
expected to achieve during the course of the programme.
Graduate
trainee paraplanners at Clarion Wealth planning will contribute to the
financial planning process from day one. Initially providing administrative
support, and dealing with clients and product providers from an early stage,
they will receive continuous training to enable them quickly to play a full
role in the paraplanning team.
Upon
completion of the programme trainees will be fully qualified, first-class
paraplanners, with the solid grounding they will require whether they choose
ultimately to continue down the technical route or to pursue careers in
fields such as advice or compliance.
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Person Specification:
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Qualifications and skills
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BA Hons Banking and Finance,
including personal financial planning and investment electives, class 2.1 or
above
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Strong analytical abilities
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Comfortable interrogating and
manipulating data
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Understanding of the principles of
investment and risk
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Excellent written English
Personal attributes
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Demonstrable interest in financial
planning
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Committed to real life outcomes, not
just technical analysis – eager to engage with the person behind the numbers
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Strong interpersonal skills; the
confidence to deal with a client bank of highly successful businesspeople and
liaise with a range of external providers
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Obsessive attention to detail
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Lateral thinking and solutions-orientated
approach.
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Desire to work in a boutique firm
that provides breadth and depth of experience
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Eager to be a critical but
cooperative, hands-on team member
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Able to take a proactive role in
managing own study schedule and ready to take responsibility for hitting key
development milestones
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Eager to take on responsibility
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Desire to build a career in East
Cheshire, on the doorstep of Manchester
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