At a Glance
- Tasks: Support Financial Planners and engage directly with high-net-worth clients.
- Company: Join a Chartered Financial Planning team at Mitchell Hall Consulting.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Office-based role with opportunities to use advanced financial tools.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: Strong financial planning knowledge and Level 6/Chartered qualifications required.
The predicted salary is between 40000 - 60000 £ per year.
Mitchell Hall Consulting is seeking a Senior Paraplanner to join their Chartered Financial Planning team in Alderley Edge.
This office-based role involves supporting Financial Planners through the financial planning process while dealing with clients directly.
The ideal candidate will have strong technical financial planning knowledge and Level 6/Chartered qualifications, with a competitive salary between £40,000 and £60,000 available.
Experience with tools like Voyant and Curo is advantageous.
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We think you need these skills to ace Senior Paraplanner — Chartered Practice, HNW Clients (Office) in England
Technical Financial Planning Knowledge
Level 6/Chartered Qualifications
Client Relationship Management
Financial Analysis
Experience with Voyant
Experience with Curo
Attention to Detail
