Paraplanner

Overview

Senior Paraplanner

Stockport

£35,000 – £48,000 depending upon experience

Hybrid Working

Are you an experienced Paraplanner who is now considering your next move?

  • Would you like to work in a truly collaborative, technical environment where
  • you are part of the whole process – including full research, bespoke reports and cash flow modelling?
  • Would you like to work for a Chartered independent practice where you can
  • use your extensive technical skills to mentor more junior Paraplanners?
  • Would you like to work in a pod system with 2 x Administrators supporting you?

If so, we can help…

Company/Role Information

  • Our client is a professional independent advisory firm which has Chartered Status
  • As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
  • You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
  • This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
  • Hybrid working – up to 50% home working
  • Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
  • Birthday off + BH. Pension matched up to 7.5%,

So, if the time is right to move roles into a practice which places a huge importance on

collaboration and you feel that you would like to use your technical skills with a route to

management, then please apply and we can run through the role and company in more

detail.

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    Are you an experienced Paraplanner who is now considering your next move?

    • Would you like to work in a truly collaborative, technical environment where
    • you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    • Would you like to work for a Chartered independent practice where you can
    • use your extensive technical skills to mentor more junior Paraplanners?
    • Would you like to work in a pod system with 2 x Administrators supporting you?

    If so, we can help…

    Company/Role Information

    • Our client is a professional independent advisory firm which has Chartered Status
    • As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
    • You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
    • This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
    • Hybrid working – up to 50% home working
    • Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
    • Birthday off + BH. Pension matched up to 7.5%,

    So, if the time is right to move roles into a practice which places a huge importance on

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837