At a Glance
- Tasks: Support Financial Planners with client interactions and technical queries for high-net-worth clients.
- Company: Join a Chartered Financial Planning practice in Alderley Edge with a strong reputation.
- Benefits: Enjoy a competitive salary and comprehensive benefits package.
- Other info: Be part of a dynamic team focused on excellence in financial planning.
- Why this job: Make a real impact in financial planning while working with high-net-worth clients.
- Qualifications: Level 6/Chartered or nearing, with strong financial planning software skills.
The predicted salary is between 60000 - 80000 £ per year.
Mitchell Hall Consulting seeks a Senior Paraplanner to join its Chartered Financial Planning practice in Alderley Edge.
The role supports Financial Planners through the full planning process, including client-facing interactions and technical queries for HNW clients.
A competitive salary and comprehensive benefits accompany the position.
Ideal candidates are Level 6/Chartered or nearing, with strong financial planning software skills; Voyant, Curo, FE Analytics, Genovo, and O&M Pension Profiler
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We think you need these skills to ace Senior Paraplanner: HNW Client-Facing & Technical Lead in Alderley Edge
Financial Planning
Client-Facing Skills
Technical Query Resolution
Financial Planning Software Skills
Voyant
Curo
FE Analytics
