Paraplanner role - Chartered IFA Firm

Mitchell Hall Consulting
16 Apr 2017
16 May 2017
Contract Type
Full Time

Paraplanner role - Chartered IFA Firm

Having achieved "Chartered Financial Planner" status, my client is going from strength to strength, offering bespoke IFA advice to a range of Personal and Corporate clients. My client is looking to augment their technical team by securing an experienced Paraplanner to work out of their Chester office.

In this role, you'll be completing IFA research, suitability reports, dealing with such bespoke areas such as cash flow modelling and DB Pensions Scheme transfers as well as the whole range of financial planning areas. A competitive salary will be on offer for this full time role i.e the basic is around the £30,000 marker with benefits on top.

Ideally you'll be an experienced Paraplanner with full Diploma in Financial Planning, have attained a high level of knowledge in Pensions and Investment arenas, able to deal with clients and technical queries & the gravitas to work within a leading Chartered IFA firm. Experience in cash flow modelling and DB Pensions will be ideal for this role.

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