Paraplanner

2 days ago


Liverpool, Liverpool, United Kingdom Mitchell Charlesworth Full time

Company Description

Mitchell Charlesworth is an award-winning firm of Accountants, Business Advisors and Financial Advisers, with offices in Liverpool, Manchester, Chester, and Widnes. Our team of experienced financial experts has been providing solutions for over 130 years, helping business owners meet their financial objectives. We serve a varied portfolio of clients across the UK and internationally, including individuals, partnerships, SMEs, larger companies, schools, and not-for-profit organizations. We're extremely service focused and value partner-led, personal relationships to ensure peace of mind for our clients.

Role Description

This is a full-time on-site role for a Paraplanner within our Wealth Management team, based in our flagship Liverpool office. The Paraplanner will be responsible for assisting financial advisers in preparing and implementing financial plans, conducting research and analysis on various financial products, preparing reports and documentation, and supporting investment strategies. The role requires strong analytical skills and an ability to clearly communicate financial information to clients and team members.

Qualifications

  • Financial Planning and Finance skills
  • Analytical Skills for research and data evaluation
  • Knowledge of Investments
  • Proficiency in Report Writing
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Relevant certification or degree in Finance, Business, or related field
  • Experience with financial planning software is a plus

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