Paraplanner

3 weeks ago


Altrincham, United Kingdom mbf. Full time

**Experienced Paraplanner - Altrincham - Leading firm of Chartered Financial Planners - Salary negotiable - Flexible working**

We are currently working with a leading, established Wealth Management organisation to recruit an experienced and highly qualified Paraplanner. The organisation have multiple offices in the UK although this particular requirement will be based from theirAltrincham office.

**The role**:

- The current requirement is for an experienced Paraplanner to join the organisation to provide technical paraplanning support to the organisation's top performing consultants.
- You will be required to provide support on a daily basis with duties including; providing technical paraplanning support, regularly speaking with clients and brokers over the telephone, attending client meetings when required, working closely with the Adviserto provide holistic advice to a HNW client bank. You will supported by an Administration team, allowing you to concentrate on technical matters.

**Requirements**:

- We are searching for an experienced Paraplanner with outstanding technical knowledge, ideally holding a level 6 qualification.

**On offer**:

- This is an office based role however they do allow staff to work from home up to two days per week after they pass their probation


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