Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
Do you feel that you are underpaid or undervalued working for a larger IFA?
* Would you like to work in a boutique wholly independent IFA working in a varied role
* Are you looking for a role where you can be involved in the client meetings?
* Would you like to work for a firm who offer a wealth of employee benefits including:
- Private medical
- Bupa cash plan
- 25 days holiday + BH + your bday off
- 5% employer pension contribution
- Annual Bonus
- DIS x 4
- Flexible working hours
- Full study support
- Daily fresh fruit
If so, we can help
Company/Role Information
* Our client is a boutique, independent IFA who have an established and expanding client bank consisting
* You will be fully supported in your career - whether that be progressing into a senior paraplanning role or into advice
* Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator - working in a total team of 13
* The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
* Minimum 1 year’s experience working as a Paraplanner
* Excellent attention to detail and competent on CRM systems
* Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail