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.
Recruit UK is proud to collaborate with a leading wealth management firm in Cheshire, currently seeking an experienced Paraplanner to become an integral part of their expert team.
Industry: Wealth Management
Job Description
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice.
Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business.
Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire.