This is a highly exciting opportunity to join an industry leading Financial Planners in their fantastic Cheshire set up. Priding themselves on how they handle their customers, our client deals with High Net Worth & Ultra High Net Worth clients and are seeking an experienced Paraplanner to join their team and help progress both themselves and the business.
During a period of key expansion, our client is looking for an experienced Senior Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm, and help the Junior members of the team by passing on your existing knowledge accordingly.
- Hold Level 4 Diploma in Financial Planning, or keen to start this
- Previous experience supporting Advisers within an IFA environment
- Comprehensive market knowledge with strong technical ability in Private client financial advice
- Client facing experience (Advantageous)
- Progression towards Chartered status (Advantageous)
Synonyms: Financial Planning, Report Writer, Technical Planner, Paraplanner
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