**Paraplanner - Alderley Edge, mainly office based - Full time, flexible working hours
Salary negotiable to around £40K plus great benefits
The company:
Situated on Alderley Edge's busy high street, our client specialises in comprehensive financial planning. They create tailored plans for their clients that help them achieve their aspirations; simplifying complex financial concepts, making them accessible and understandable.
Our client believes that a financial plan is essential for everyone and their objective is to help clients understand their current financial position, envision their future, and anticipate any potential challenges along the way.
They are dedicated to supporting the promises their clients make to themselves. This means going above and beyond to solve complex financial issues, demystifying the financial world, and warmly welcoming their clients as they assist them in reaching their goals.
The Role
We are seeking a Paraplanner to join this Financial Planning team in Alderley Edge. If you are passionate about independent financial planning, enjoy delving into the details of financial plans and scenarios, and are dedicated to helping clients fulfill their life goals, you could be a great fit for each other.
Join the Team:
This company employ a collaborative approach to client management, ensuring that every team member plays a role in achieving the best outcomes for their clients. They are pride themselves on their high standards for client service so they can focus on their dreams. To maintain these high standards, they are looking for a Paraplanner who loves what they do and shares their values
Ideal Candidate
We are looking for someone who:
- Is detail-oriented, curious, and passionate about financial planning.
- Conducts themselves with integrity and humility in all client interactions.
- Aligns with values of persistence, organisation, and exceptional communication.
- Holds level 4 Diploma as a minimum (although exceptional candidates who are close to achieving this may be considered)
- Ideally has experience of cash flow modelling
On Offer
Our client provides a supportive and thriving work environment with:
- Basic salary of up to around £40K
- An annual company-wide bonus scheme.
- 25 days of holiday plus all bank holidays, totaling 33 days.
- An additional day off on your birthday.
- Study support up to Chartered status and beyond, including initial costs, study time, and exam leave.
- Flexible working hours between 8 am and 7 pm.
- A culture where your voice is heard and valued.