Eden Rose

Paraplanner

Eden Rose

England, United Kingdom · Full Time

Be the first to apply

Experience
Any
Salary
GBP 34,000 – GBP 45,000 / year
Openings
1
Posted
5 jam yang lalu
Work mode
In office
Resume
Required to apply

Where you'll work

Job description

About the Role

We are inviting applications from experienced Paraplanners to join a prestigious financial services company undergoing significant growth. This firm is committed to delivering high-quality financial planning and investment management services to its clients.

Key Responsibilities

The role involves providing comprehensive support to Financial Planners by preparing suitability letters, detailed reports, and tailored recommendations. You will also be responsible for offering technical assistance to resolve complex client inquiries. The position operates within a collaborative, team-oriented environment where you will have the opportunity to enhance your career with a respected organization.

Salary and Employment Details

  • Permanent position based in Cheshire or North Yorkshire, England
  • Annual salary ranging from £34,000 to £45,000

Additional Information

The company offers the flexibility to customize this role according to your unique skills and aspirations, ensuring the opportunity is perfectly aligned with your professional goals. Furthermore, a referral bonus of £200 is awarded if you introduce a friend or colleague who successfully secures a position through this firm.

Application Process

Interested applicants should submit their applications promptly for consideration. A specialist consultant will review your profile, discuss your specific skills and motivations, and introduce suitable career opportunities that best fit your expertise.

Alternate Terms

Related job titles include Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, IFA, Paraplanning, Financial Adviser, Financial Advisor, Wealth Manager, Financial Planning, and Wealth Management.

Work styles they’re looking for

Adaptability Teamwork Financial advisory communication

Leave it if you'd like a reply — we won't use it for anything else.

Click to browse, drag & drop, or paste a screenshot

PNG, JPG, GIF, MP4, WebM, MOV · Max 20MB each · Up to 5 files

🤖
Online · instant AI help