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Paraplanner

Mitchell Hall Consulting
Posted a day ago, valid for 16 days
Location

Knutsford, Cheshire East WA16, England

Salary

£30,000 - £36,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Bespoke Wealth Management practice is seeking an experienced Paraplanner for their Knutsford office.
  • The role involves creating client reports, conducting platform work & analysis, and providing full support to Financial Planners.
  • A competitive salary of up to £36,000 per annum is offered, along with flexible hours, free parking, and support for further exams.
  • Candidates should have at least 2 years of experience as a Paraplanner within an IFA/Wealth firm and hold a Level 4 Diploma.
  • The firm is also looking for a Trainee Paraplanner with similar experience and qualifications.

Paraplanner role - Bespoke Wealth Practice

Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busyKnutsfordoffice.

From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of thatteam. A competitive salary of up to 36,000per annum, (flexible hours, free parking, support with further exams plus further benefits)is on offer with this exciting role.

Ideally, you will have at least 2 years experience as a Paraplanner within an IFA/Wealth firm, be Level 4 Diploma, looking to take further study, have good knowledge of the financial planning process, be able to produce high quality technical client reports, have good IT skills, a high level of accuracy and be able to work within a successful team of Administrators, Paraplanners and Financial Planners.

My client is also looking to recruit a Trainee Paraplanner, with 2 years experience within an IFA/Wealth firm, studying towards Level 4 Diploma!

Click and apply for either role, as my client is keen to recruitthe right candidates!

Apply now in a few quick clicks

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