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 process