Paraplanner

12 hours ago


Knutsford, United Kingdom mbf. Full time

**Experienced Paraplanner - Knutsford - Leading North-West based IFA practice - Competitive salary and Benefits package**

A long established and profitable firm of Chartered Financial Planners based in Knutsford are currently in the market for an experienced Paraplanner to join their busy team.

The role:

- Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements.
- You will assist the consultant in services the client needs, acting as the point of contact for all non advice matters and technical queries.

**Requirements**:

- To be considered for this role, you must be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and protection related products and services.
- You will have successfully attained DipPFS (or close to).
- You will have working in a paraplanning role within an independent firm and have the ability to produce reports covering Pension, Investment, IHT and Protection arrangements.

On offer:
This is a challenging and rewarding role where you will work with high calibre individuals. You will receive a competitive package of up to £45,000, plus benefits;
- 25 days holiday
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working
- Free Parking
- There will be opportunities for progression, with those looking to advance to Advisor positions considered (within 2-3 years)


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