Financial Planning Assistant

3 weeks ago


Knutsford, Cheshire East, United Kingdom Mitchell Hall Consulting Full time
Bespoke Wealth Management Practice is seeking an experienced Paraplanner to join their successful team in Knutsford.

As a pivotal member of the team, you will be responsible for client reports, platform work & analysis, and providing full Paraplanner support to Financial Planners.

The role offers a competitive salary of up to £36,000 per annum, flexible hours, free parking, and support with further exams.

We are looking for a candidate with at least 2 years of experience as a Paraplanner within an IFA/Wealth firm, a Level 4 Diploma, and good knowledge of the financial planning process.

Additionally, you should be able to produce high-quality technical client reports, have good IT skills, and a high level of accuracy.

If you are a motivated and organized individual looking to take your career to the next level, please apply for this exciting opportunity.

Key Responsibilities:

* Client reports and platform work

* Analysis and support for Financial Planners

* Maintaining accurate records and reports

Requirements:

* 2+ years of experience as a Paraplanner in an IFA/Wealth firm

* Level 4 Diploma

* Good knowledge of the financial planning process

* High-quality technical client report production

* Good IT skills

* High level of accuracy

What We Offer:

* Competitive salary of up to £36,000 per annum

* Flexible hours

* Free parking

* Support with further exams

* Opportunity to work with a successful team in a dynamic environment

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