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 with strong technical knowledge in financial planning.
The predicted salary is between 40000 - 60000 £ 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 will 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 will 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 is preferred.
Senior Paraplanner employer: Mitchell Hall Consulting
Join a prestigious Chartered Financial Planning practice in Alderley Edge, where you will be part of a dynamic team dedicated to providing bespoke financial advice to high-net-worth clients. With a strong emphasis on employee development, a competitive salary, and comprehensive benefits, this role offers a supportive work culture that values your growth and contributions as a Senior Paraplanner.
