Paraplanner | Flexible Hours, Free Parking, Study Support

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

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.