Paraplanner

Mitchell Hall Consulting; Knutsford; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Flexible hours

Free parking

Exam support

Other benefits

Job summary

Mitchell Hall Consulting is seeking an experienced Paraplanner for a busy Knutsford office. From day one you’ll handle client reports, platform work and analysis, delivering full paraplanner support to a successful team of Financial Planners.

The client offers a competitive salary up to £40,000 per year with flexible hours, free parking, and support with further exams. Ideally, 2 years’ paraplanner experience and Level 4 Diploma, with strong IT and reporting skills.

Qualifications

• 2 years experience as a Paraplanner within an IFA/Wealth firm.
• Level 4 Diploma and studying towards further exams.
• Ability to produce high quality technical client reports.
• Strong IT skills and accuracy.

Responsibilities

• Prepare client reports and platform analyses for Planners.
• Provide comprehensive paraplanner support to the Wealth team.
• Collaborate with Administrators, Paraplanners and Financial Planners.

Skills

Paraplanner experience

2 years experience

IT skills

Financial planning knowledge

Education

Level 4 Diploma

Job description

Paraplanner role - Bespoke Wealth Practice

Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office.

From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of that team. A competitive salary of up to 40,000 per annum, (flexible hours, free parking, support with further exams plus further benefits) is on offer with this exciting role.

Ideally, you will have at least 2 years experience as a Paraplanner within an IFA/Wealth firm, be Level 4 Diploma, looking to take further study, have good knowledge of the financial planning process, be able to produce high quality technical client reports, have good IT skills, a high level of accuracy and be able to work within a successful team of Administrators, Paraplanners and Financial Planners.

My client is also looking to recruit a Trainee Paraplanner, with 2 years experience within an IFA/Wealth firm, studying towards Level 4 Diploma!