Senior Paraplanner β€” Chartered Practice, HNW Clients (Office)

Senior Paraplanner β€” Chartered Practice, HNW Clients (Office)

Full-Time 40000 - 60000 Β£ / year (est.) No working from home possible
Mitchell Hall Consulting

At a Glance

  • Tasks: Support Financial Planners and engage directly with high-net-worth clients.
  • Company: Join a prestigious Chartered Financial Planning team at Mitchell Hall Consulting.
  • Benefits: Competitive salary, professional development, and a supportive office environment.
  • Other info: Opportunity to work with advanced tools like Voyant and Curo.
  • 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 Β£ 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 Β£40,000 and Β£60,000 available.

Experience with tools like Voyant and Curo is advantageous.

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Senior Paraplanner β€” Chartered Practice, HNW Clients (Office) 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.

Mitchell Hall Consulting

Contact Details:

Mitchell Hall Consulting Recruitment Team

We think you need these skills to ace Senior Paraplanner β€” Chartered Practice, HNW Clients (Office)

Technical Financial Planning Knowledge
Level 6/Chartered Qualifications
Client Relationship Management
Financial Analysis
Experience with Voyant
Experience with Curo
Attention to Detail