Job Title:Paraplanner

Industry:Financial Services

Location:Wilmslow

Salary:£35,000 – £50,000

Job Ref:9220

Job Description:

Recruit UK has partnered with a prestigious firm in Alderley Edge to find a highly quality, experienced, paraplanner to join their prestigious team. They deal with high-net-worth private individuals and corporate clients. They are an award-winning firm with decades of experience.

Role:

Supporting experienced Financial Adviser dealing with HNW clients on complex cases.

What’s in it for you:

Salary of £35,000 – £50,000 dependent upon experience and qualifications.
Support to achieve recognition for national awards.
Discretionary annual bonus.
38 days holiday, including bank holidays.
Group Personal Pension Provision – Matched contributions up to 10% of salary (20% total). – Salary exchange scheme with all employer NI savings invested into your pension.
Death in Service Benefits (4 x Basic Salary)
Private Medical Insurance (Bupa)
Bike to Work Scheme
Examination support (study leave, financial support and bonuses)

Skills and experience required:

First class technical expertise with knowledge of the difference between financial planning and financial advice.
Ideally level 6 qualified (Chartered / Certified) although we will consider exceptional Level 4 candidates.
Experience using financial planning software (preferably Voyant)
Experience of using Curo, Dynamic Planner, FE Analytics, O&M Pension Profiler, Assureweb and Defaqto Engage.
At least 3 years experience in a Paraplanning role at a financial planning firm.

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Financial Planning Firm

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Paraplanner - Cheshire - £35k-£50k