Paraplanner role - Chartered IFA Firm

Mitchell Hall Consulting
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Paraplanner role - Chartered IFA Firm

My client is a reputable Chartered IFA practice with a highly professional approach to financial planning, and are looking to augment their technical team by securing a Paraplanner to work out of their Liverpool office.

From day 1, you'll be completing IFA research and cash-flow planning, suitability drafting, dealing with client technical queries and liaising with clients on an on-going basis, making you a pivotal member of the team. A competitive salary will be on offer for this full time role i.e. the basic go from £22,000-£30,000 per annum depending on experience and qualifications. My client would consider a Trainee or a more experienced Paraplanner to join the team.

Ideally, you'll be either a candidate looking to progress into Paraplanning from an IFA background on the way to Diploma or an experienced Paraplanner with full Diploma in Financial Planning, able to deal with clients and technical queries & the gravitas to work within a leading Chartered IFA firm in the Liverpool area.

Click and apply asap, as a short list for this role is being drawn up, as we speak.