Job Details

Paraplanner role - Bespoke Wealth Practice

Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy-Knutsford-office.

From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of that-team. A competitive salary of up to £40,000-per annum, (flexible hours, free parking, support with further exams plus further benefits)-is on offer with this exciting role.

Ideally, you will have at least 2 years experience as a Paraplanner within an IFA/Wealth firm, be Level 4 Diploma, looking to take further study, have good knowledge of the financial planning process, be able to produce high quality technical client reports, have good IT skills, a high level of accuracy and be able to work within a successful team of Administrators, Paraplanners and Financial Planners.

My client is also looking to recruit a Trainee Paraplanner, with 2 years experience within an IFA/Wealth firm, studying towards Level 4 Diploma!

Click and apply for either role, as my client is keen to recruit-the right candidates!