Senior Paraplanner

Paraplanner - Stockport, North West England

Ref: 1615Tuesday 9 July 2024

Up to £55,000

Join Our Elite Team as a Senior Paraplanner working 1-2-1 with the Lead director crafting Holistic Financial Plans for HNW / UHNW clients.

You will be training to become a Financial Advisor taking on HNW clients in the portfolio as you develop your skills and knowledge.  

Salary: up to £55,000

What we offer: 30 Days holiday + Bank holiday (38 total), study leave and exams paid for, flexible working patterns, Pension 10% match and Employer NI, discretionary annual bonus, electric car and bike scheme

We are a distinguished Chartered Financial Planning firm, renowned for our expertise in delivering tailored, fee-based financial solutions to clients with minimum assets of £500, handling individual wealth circa £15Million AUM. As a regional practice, we pride ourselves on our client-centric approach, utilising cutting-edge cash flow modelling to ensure financial clarity and success.

As a Paraplanner, you will play a pivotal role in our dynamic team, directly engaging with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This unique opportunity allows you to immerse yourself in the financial planning process, from conducting comprehensive reviews to preparing detailed reports and market research.


Your Responsibilities:


  • Conducting in-depth reviews for our esteemed clients
  • Crafting reports using both standard and bespoke text
  • Performing extensive whole of market research
  • Collaborating seamlessly with our expert team
  • Staying informed on market trends and global financial landscapes
  • Implementing cash flow modelling and lifestyle planning
  • Attending and contributing to client meetings


What We’re Looking For:


  • Skills: Exceptional report writing and analytical abilities
  • Ability to showcase your expertise and client interaction skills
  • Experience working with  cutting-edge financial tools and methodologies
  • Must be level 4 Diploma qualified and willingness to achieve Chartered


If you like the sound of what our client is looking for and you are in experienced Paraplanner, apply today to discuss the vacancy in depth.

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