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.Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. About the RoleUndertaking reviews for clientsPreparation of reports, both from standard paragraphs and free textUndertaking whole of the market researchWorking on a collaborative basis with the rest of the teamKeeping up to date on market positions and global situationsUsing cash flow modelling and lifestyle planning as requiredAttending client meetings as requiredQualifications - Dip Level 4 minimum, ideally working to Chartered Required Skills - Experience of working with HNW and UHNW clients Writing reports and undertaking research.Preferred SkillsPay 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
Job Title
Paraplanner