Hiring Now: Paraplanner Near You – Apply Today!
Your Next Paraplanner Job Starts Here – Apply Now!
Paraplanner
Job Posted: 20 hours ago
Salary: £ 30,000 - 45,000 / Annum
Job Type: Permanent
Location: Knutsford, Cheshire East
Expire in: a month
Job Description
A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of £500k, with many requiring more complex financial planning advice. You will also be the first point of contact as well as providing technical assistance when required.
Package
* You will receive excellent salary (£35k- £40k) executive benefits, study support and unrivalled internal prospects.
The company
* A regional IFA practices in Cheshire.
Role
* Undertaking reviews for clients
* Preparation of reports, both from standard paragraphs and free text
* Undertaking whole of the market research
* Working on a collaborative basis with the rest of the team
* Keeping up to date on market positions and global situations
* Using cash flow modelling and lifestyle planning as required
* Working with external DFMs as required
* Attending client meetings as required
The candidate
* Working towards Dip, but ideally Dip or Chartered status
* Experience of working with HNW and UHNW clients
* Writing reports and undertaking research.
Next steps
* Contact via email below for confidential discussion and review of opportunity and processBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Paraplanner job near me in Knutsford, Cheshire East! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).