Paraplanner – Financial Planning

Paraplanner – Financial Planning      J – 494

Alderley Edge, Cheshire.

£25,0000 – £32,000 + benefits

Full or part time Paraplanner required for busy whole of market IFA practice, who pride themselves on credibility and transparency, which is at the core of everything that they do.

Currently there are 13 staff, 6 of which are advisors. They are passionate about continued professional development, and as such encourage paraplanners and the support team to attend many industry conferences and events; in fact CPD makes up 25% of this job role, which will increase your profile greatly.

You will also be encouraged to accompany the Advisor, at least on the initial meeting with the clients, in order to build relatonships and truly understand the clients needs in order to complete all research and suitablility letter writing for the clients portfolio. You will receive full administration support, and continued professional development (CPD) to allow you to progress in your role as Paraplanner.

The company are constantly very busy with new business leads, and even more so since relocating to Alderley Edge.

The staff are friendly and very professional and they encourage a real mix of personalities – so it would suit most people.

Qualifications are financially supported.

The company contribute 4% to pension, provide PMI and cash plan benefits.

Free parking and lovely fresh modern offices.

If you do not have a CV, simply call or email me through the threesixtyselection website, or connect with me – Diana Sproston – on LinkedIN


To apply for this position please contact us for a discussion or email your CV to Diana Sproston here.

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