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.
General
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.
Join Our Elite Team as a Senior Paraplanner working 1-2-1 with the Lead director crafting Holistic Financial Plans for HNW / UHNW clients.
You will be training to become a Financial Advisor taking on HNW clients in the portfolio as you develop your skills and knowledge.
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
The Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files.
They are a leader in lifelong financial planning, offering bespoke advice to successful individuals and business owners.
Our commitment to clarity and precision ensures our clients can enjoy life fully, today and tomorrow.