Senior Paraplanner

  • Job Reference: 424
  • Date Posted: 4 May 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Macclesfield, Cheshire
  • Salary: £35,000 to £45,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

CF30 Consulting is currently recruiting for an experienced Paraplanner on behalf of our client, our privately owned firm of Independent Financial Advisers based in Macclesfield, Cheshire.

We are looking for a Paraplanner with a minimum of 3 years on the job experience that is ideally diploma qualified. The successful candidate will be a career Paraplanner and not looking to progress into an IFA in the future.

The role:

·       You will be working in a team of 4-5 paraplanners providing support to 5 advisers

·       You will be involved in case discussion, be expected to challenge the advisers, not just take orders and get on with the job

·       There will be an element of product research

·       Suitability report writing (we are looking for somebody who is fairly technical who can get involved with a variety of reports - complex pensions, IHT, trusts etc) and not just annual reviews

·       Provide technical support to advisers and other paraplanners

Package - 26 days holiday, 3 x death in service, 5% pension contribution. Salary could be anywhere from £30k-£45k depending on experience, qualifications and quality.