Paraplanner

About the Company – A Chartered Financial Planning firm in Altrincham are looking to a appoint an experienced paraplanner to join their team. Working on a one to one basis with a Senior Adviser, you will be comfortable working with clients in the £500k to £2m space and on IHT and VCT cases as well as more complex pension matters. Full study support to achieve Chartered status will be provided. About the Role * Undertaking reviews for clients * Preparation of reports, both from standard paragraphs and free text * Undertaking whole of the market research * Working on a collaborative basis with the rest of the team * Keeping up to date on market positions and global situations * Using cash flow modelling and lifestyle planning as required * Attending client meetings as required Qualifications – Dip Level 4 minimum, ideally working to Chartered Required Skills – Experience of working with HNW and UHNW clients Writing reports and undertaking research. Preferred Skills Pay range and compensation package – You will receive excellent salary (£35k- £45k) executive benefits and study support