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

Salary up to 40k

Job summary

Mitchell Hall Consulting is seeking an experienced Paraplanner to join a Bespoke Wealth Management practice in Knutsford. From day one, you will handle client reports, platform work and analysis, offering full paraplanner support to a successful team of Financial Planners.

Salary is up to £40,000 per annum with flexible hours, free parking and support with further exams plus additional benefits.

Qualifications

• 2+ years as a Paraplanner in an IFA/Wealth firm or similar role.
• Ability to produce high quality technical client reports.
• Good IT skills and high level of accuracy.

Responsibilities

• Produce high quality technical client reports.
• Provide paraplanner support to the team of Financial Planners.
• Work with Administrators, Paraplanners and Financial Planners.

Skills

Paraplanner experience

Client reports

Platform analysis

IT skills

Accuracy

Education

Level 4 Diploma

Tools

Financial planning tools

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!