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
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