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Paraplanner
Job Posted: 9 hours ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Altrincham, Trafford
Expire in: a month
Job Description
About the Company - A Chartered Financial Planning firm in Altrincham are looking to a appoint an experienced paraplanner to join their team. Working on a one to one basis with a Senior Adviser, you will be comfortable working with clients in the £500k to £2m space and on IHT and VCT cases as well as more complex pension matters. Full study support to achieve Chartered status will be provided.
About the 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
* Attending client meetings as required
Qualifications - Dip Level 4 minimum, ideally working to Chartered
Required Skills - Experience of working with HNW and UHNW clients Writing reports and undertaking research.
Preferred Skills
Pay range and compensation package - You will receive excellent salary (£35k- £45k) executive benefits and study support.
Next steps - Contact via email below for confidential discussion and review of opportunity and processBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Altrincham, Trafford! 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!
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