At a Glance
- Tasks: Support Financial Planners and engage directly with high-net-worth clients.
- Company: Leading Chartered Financial Planning practice in Alderley Edge.
- Benefits: Competitive salary, comprehensive benefits, and a supportive work environment.
- Other info: Opportunities for growth and development in a client-facing role.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner, ideally Level 6/Chartered Level, with strong technical knowledge.
The predicted salary is between 50000 - 50000 £ per year.
My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderley Edge office.
You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries, making you a pivotal member of the team. Effectively, this is a client-facing Paraplanner role dealing with HNW clients.
A competitive salary of between £40,000 and £60,000 is on offer with this office-based role, along with comprehensive benefits.
Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, with strong technical knowledge in financial planning and able to manage a workload to success! My client would also consider a less experienced Paraplanner, looking to grow in the role.
Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler would also be ideal for this opportunity!
Click and apply ASAP as my client is considering CVs as we speak.
Senior Paraplanner in Alderley Edge employer: Mitchell Hall Consulting
Mitchell Hall Consulting is an exceptional employer, offering a dynamic work environment in Alderley Edge where collaboration and professional growth are at the forefront. Employees benefit from competitive salaries, ongoing training opportunities, and a supportive culture that values innovation and client-focused solutions, making it an ideal place for those looking to advance their careers in financial planning.
