Paraplanner jobs in Cheshire

We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm....

#Manchester #Cheshire #Paraplanner #Wealth Management...

#Manchester #Cheshire #Paraplanner #Wealth Management #Financial Planning...

HERE'S WHAT YOU'LL NEED: You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you're not already on your way there....

Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress....

What We're Looking For You'll thrive here if you have: Experience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar Strong interpersonal skills and a genuine desire to build client relationships...

What We're Looking For You'll thrive here if you have: Experience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar Strong interpersonal skills and a genuine desire to build client relationships...

Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies...

Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork....