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Paraplanner

Posted: 23/06/22
Recruiter:BWD Search & Selection
Reference:1640120936
Type:Permanent
Salary:£40,000 - £48,000 Annual
Location:Knutsford, Cheshire
Description: If you're a Paraplanner looking to work with a growing, friendly, local Chartered Financial Firm, then look no further.The firm currently manages over £350m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.With exciting growth plans over the next 5 years and 1 acquisition already in place it really is an exciting time to be joining this forward-thinking firm. I'm working with a market-leading wealth management firm who are looking for a Paraplanner to join their Knutsford team on a hybrid working model.This is an ideal opportunity for someone well-versed in Paraplanning that wants to expand the scope of their role and try something a little bit different.We're seeking a talented individual who will be responsible for providing technical support to the Financial Planning team as well as someone who is happy to help develop and support the more junior team members develop their skill set. As a Paraplanner you will support and aid the Management team and undertake duties to a high standard; ensuring work is completed accurately and on time. To be considered for this role, you should have a demonstrable success working as a Paraplanner with a minimum 3 years' experience with a good working knowledge of pensions and investments. You would need to hold the Level 4 Diploma qualification in financial planning and ideally working towards advanced exams.The basic salary is up to £48000 DOE + discretionary bonus and a great benefits package. Including exam and training support, flexitime and flexible working, a hybrid working model and free onsite parking. To find out more about the role, please drop me an email at . Alternatively, apply here for immediate consideration.

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