Paraplanner role - Chartered IFA Firm

Posted 7 March by Mitchell Hall Consulting Easy Apply

Paraplanner role - Chartered IFA Firm

My client is a reputable Chartered IFA practice with a highly professional approach to financial planning, and are looking to augment their technical team by securing a Paraplanner to work out of their Altrincham office.

From day 1, you'll be completing IFA research, cash-flow planning, suitability drafting, dealing with client technical queries and liaising with clients on an on-going basis, making you a pivotal member of the team. A competitive salary will be on offer for this full time role i.e. the basic go up to £35,000 per annum depending on experience and qualifications.

Ideally, you'll be either a candidate with Paraplanning experience, Diploma/Level 4 Qualified (perhaps working towards Chartered Status), able to deal with clients and technical queries & the gravitas to work within a leading Chartered IFA firm in the Altrincham area.

Chartered Status and experience with Intelligent Office would be desirable for this role.

Click and apply asap, as a short list for this role is being drawn up, as we speak.

Reference: 34626945

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