Paraplanner
JOB_53455404725256Job type
PermanentLocation
MacclesfieldWorking Pattern
Flexible Working,Full-timeSpecialism
Financial Services OperationsIndustry
Banking & Financial ServicesPay
To £45,000 + benefits
Paraplanner: To £45,000 + benefits: Macclesfield
Your new company
Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working.
Your new role
What you'll need to succeed
Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills.
The role also requires the ability to articulate complex information in a clear manner and good client relationship skills.
What you'll get in return
In addition to a competitive salary and benefits package, this is a very good career opportunity with a growing firm which invests in its people and offers excellent long-term prospects.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working.
Your new role
Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews. Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies. You will be a key point of contact for clients for all technical matters and ongoing relationship management.
What you'll need to succeed
Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills.
The role also requires the ability to articulate complex information in a clear manner and good client relationship skills.
What you'll get in return
In addition to a competitive salary and benefits package, this is a very good career opportunity with a growing firm which invests in its people and offers excellent long-term prospects.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
ParaplannerJOB_534554047252562025-09-252025-12-23
Talk to Linda Leon, the specialist consultant managing this position
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JOB_53455404725256