Paraplanner - Cheshire - £35k-£50k

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.