Senior Paraplanner

  • Shortlist
Location Cheshire , Cheshire
Sector Financial Services
Salary £35,000 - £40,000 Per Annum
Type Permanent
Consultant Lucy Evans
Ref 56923

My client is a bespoke and boutique IFA with fantastic modern offices in the heart of beautiful Cheshire. They aim to provide a unique and contemporary approach to financial planning for high net worth individuals and the employee benefits market. The firm manage over £200m FUM and are proud to hold Chartered status.

The Opportunity:

My client is looking to bring in a talented Senior Paraplanner to assist with the successful financial planners of the business. What’s great about this role is that you will have plenty of client contact and the opportunity to further hone your craft. With this being a more Senior role, you will have more responsibilities managing, motivating and training some of the more junior members of the team.  The firm can offer several routes for progression meaning you’ll have many options to explore. My client has very exciting growth plans for the next 5 years and the successful candidate will be an integral part of that growth.

What’s Needed to be Considered?

  • Level 4 Diploma in financial planning, Chartered desirable
  • Previous experience working within a fast-paced IFA
  • The ability to produce professional and technical reports.
  • Prioritise own workload and the workload of the wider Paraplanning team.
  • High level of Investment and Pension knowledge
  • Self-driven, results-orientated with a positive outlook.

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


Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner