Paraplanner (Altrincham)

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.

Next steps – Contact via email below for confidential discussion and review of opportunity and process