Hiring Now: Paraplanner Near You – Apply Today!
Your Next Paraplanner Job Starts Here – Apply Now!
Paraplanner
Job Posted: 15 days ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Macclesfield
Expire in: 13 days
Job Description
Are you a Wealth Management professional looking for a new Paraplanner role?
We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!
What you'll be doing:
Providing support to the financial advisers of the business with advice formulation
Producing suitability reports, illustrations, cashflow modelling reports.
Carrying out technical research of funds and products for the adviser
Updating and managing the back office system (X-Plan)
What you need to apply:
3+ Years Paraplanning experience
Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalfWhat's in it for you?
A basic salary of up to £45,000 dependent on experience and qualifications
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Enhanced Maternity & Paternity Pay
Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
(email address removed) (Just .co!)Before You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Paraplanner job near me in Macclesfield! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).