Paraplanner, Cheshire- GBP27,000 - GBP35,000

27000.00 - 35000.00 GBP Annual + GBP27000 - GBP35000/annum
11 Apr 2017
26 Apr 2017
Contract Type
Full Time
Our client is an established Financial Management based in Cheshire, they pride their selves on their ability to work on 'the big picture', providing expert advice to clients across the board.
They are searching for an experienced Paraplanner in order to provide support and reports for their advisers. The ideal candidate will be offered study support and a role within a fantastic company with ambition. The client is open to speaking with people with a wealth of experience over qualifications. Whilst Level 4 diploma qualification is ideal, they are willing to offer the role to someone with that 'special something'.

Key Accountabilities: -
• This is a role that requires excellent technical knowledge in order to provide individual, detailed solutions for clients.
• You will also help advisers prepare for annual planning meetings and, on many occasions, actively participate in those meetings.
• Generally, you will provide support for advisers, working alongside them in creating and processing financial plans for clients.
• Actively use financial planning software tools in the process of delivering suitability reports for a variety of IFA's.
• Working with a team of established Paraplanners you be supported by Client Support Administrators.

Qualifications and Key Skills: -
• 2 years' + experience as a Paraplanner/Adviser.
• Experience working within an IFA/Wealth Management firm.
• Excellent technical/industry knowledge.

Benefits: -
• In addition to a fantastic competitive salary, our client also offers a benefit package to suit the successful candidate

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