Paraplanner

  • Shortlist
Location Sale , Cheshire
Sector Financial Services
Salary £30,000 - £45,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 55268

The Client:

A global financial advisory company providing specialist financial advice, primarily to British citizens who are either departing abroad to become expatriates or returning to the UK. They also provide specialist pension consultancy services to Financial Advisers. They pride themselves on delivering an excellent service to their longstanding client base

The Opportunity

This is a fantastic opportunity to join an international firm and be part of an expanding team where professional growth and progression are supported. You will be responsible for providing technical Paraplanning support to complex client queries and will be a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. Duties may include:

  • Cash flow forecasts, APTA/TVC reports, net worth statements, expenditure statements 
  • Prepare full recommendation reports
  • Undertake research into and review current fund strategies and model portfolios

What’s needed for me to be considered?

  • You need to have strong technical knowledge of DB pensions
  • Ideally Chartered and with AF3/AF7 or G60 or equivalent qualifications.
  • Professional communication manner, both written and verbally

 

What Next

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
 

Job Synonyms:                 

Paraplanner, Technical Adviser, Report Writer, Financial Planner, Technical Sales support, Technical planner, Para-planner,