Paraplanner

Ferguson Dean

Posted 3 days ago, valid for 7 days

Altrincham, Cheshire WA141BL, England

£35,000 - £45,000 per annum

Full Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

A Chartered Financial Planning firm in Altrincham is seeking an experienced paraplanner to join their team.
The role involves working closely with a Senior Adviser and requires experience with clients in the £500k to £2m range, as well as handling IHT, VCT cases, and complex pension matters.
Candidates should have at least a Level 4 Diploma and ideally be working towards Chartered status, with experience in writing reports and conducting research for HNW and UHNW clients.
The position offers a salary range of £35k to £45k, along with executive benefits and full study support for achieving Chartered status.
Additional responsibilities include client reviews, market research, cash flow modeling, and attending client meetings as needed.

AbouttheCompany-ACharteredFinancialPlanningfirminAltrinchamarelookingtoaappointanexperiencedparaplannertojointheirteam.WorkingonaonetoonebasiswithaSeniorAdviser,youwillbecomfortableworkingwithclientsinthe500kto2mspaceandonIHTandVCTcasesaswellasmorecomplexpensionmatters.FullstudysupporttoachieveCharteredstatuswillbeprovided.

AbouttheRole

Undertakingreviewsforclients
Preparationofreports,bothfromstandardparagraphsandfreetext
Undertakingwholeofthemarketresearch
Workingonacollaborativebasiswiththerestoftheteam
Keepinguptodateonmarketpositionsandglobalsituations
Usingcashflowmodellingandlifestyleplanningasrequired
Attendingclientmeetingsasrequired

Qualifications-DipLevel4minimum,ideallyworkingtoChartered

RequiredSkills-ExperienceofworkingwithHNWandUHNWclientsWritingreportsandundertakingresearch.

PreferredSkills

Payrangeandcompensationpackage-Youwillreceiveexcellentsalary(35k-45k)executivebenefitsandstudysupport.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.