Job Description
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Wilmslow office (hybrid working 1-2 days in the office).
Working as a paraplanner you will work closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports.
This firm will support you with both technical qualifications (pay for exams and study material and salary increases for each AF passed). They have a thorough induction process and after joining you will have a mentor to ensure you get up and running effectively. Longer term career progression possible in a variety of roles within the firm.
You must have paraplanning experience, be CII Level 4 Diploma qualified and ideally be studying or be keen to study further qualifications.
Basic salary up to £45,000, flex benefits and pension.