If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you!
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.
Why you'll love working with our client
Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.
Our client will look at Service Advisors with minimal experience who are looking to further career and take a step into the prestige sector but must have some main dealer experience.
A superb opportunity/vacancy has arisen for a Service Advisor at our well respected clients prestige main dealership in East Cheshire.
You will be training to become a Financial Advisor taking on HNW clients in the portfolio as you develop your skills and knowledge.
Join Our Elite Team as a Senior Paraplanner working 1-2-1 with the Lead director crafting Holistic Financial Plans for HNW / UHNW clients.
What we offer: 30 Days holiday Bank holiday (38 total), study leave and exams paid for, flexible working patterns, Pension 10% match and Employer NI, discretionary annual bonus, electric car and bike scheme
Embark on a rewarding journey as a Senior Client Accountant with a dynamic team that is committed to excellence in financial management and strategic consultancy.
This role offers the chance to showcase your expertise and passion for client service, making a tangible impact on a diverse portfolio of clients.
With a focus on growth and a fast-paced work environment, this position is not just a job, it's a leap forward in your professional career.