Paraplanner
Eden Rose
Date: 3 weeks ago
City: Wilmslow
Contract type: Full time

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
The Opportunity
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
What’s on offer?
In order to be considered for this unique opportunity, candidates need to have –
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning
The Opportunity
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
What’s on offer?
- flexible working
- share scheme
- DIS
- income protection
- company pension scheme
In order to be considered for this unique opportunity, candidates need to have –
- Level 4 Diploma qualified or working towards this
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Front of House Assistant, Wilmslow Garden Centre
KLONDYKE GROUP LIMITED,
Wilmslow
£10
-
£12.25
per hour
1 week ago
We are looking for a Part Time Permanent Weekend Front of House Assistant to join the team in our Restaurant in Wilmslow Garden Centre.Our competitive rate of pay ranges from £10 to £12.25 per Hour dependent on age.The hours for this role are 13 per week Saturday & Sunday.The RoleAs a Front of House Assistant, you have a responsibility to...

Retail Assistant - Wilmslow
North West Air Ambulance Charity,
Wilmslow
2 weeks ago
Join a life saving crewThe Northwest Air Ambulance Charity (NWAA) provides enhanced pre-hospital care needed to make a life changing difference. We provide emergency medical treatment when time is critical.As a Charity we have developed our service by embracing change which has enabled us to implement new and innovative ways of working and increase our impact on patient outcomes. We...

Supermarket Assistant, Team Leader Nights
Waitrose & Partners,
Wilmslow
£13.64
-
£13.86
per hour
3 weeks ago
About The RoleAs a Team Leader within one of our Waitrose shops, you'll help our difference be felt by our customers on every visit, providing the Partner-led service and passion for food that our competitors can't compete with - passionate Partners serving food lovers. Your drive to go the extra mile to help both customers and Partners will make all...
