• Location

    Macclesfield, Cheshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £37000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


Paraplanner - Macclesfield - Well established firm of Financial Planners - Competitive salary plus Benefits - Progression available

MB Fitzgerald Recruitment are currently working with a well established, successful firm of Chartered Financial Planners based in Macclesfield who are looking to recruit an experienced Paraplanner to their team.

The successful candidate will be responsible for supporting the Financial Planners in providing a first class service to their clients. You'll be tasked with writing suitability reports and researching the most appropriate financial products. You'll be supported by dedicated Administrators to allow you to focus on more technical aspects of the role. As you develop, you will be trained on client facing aspects of the role and may even take over clients of your own.

Candidates should be Diploma qualified as a minimum and must have at least 2 years previous Paraplanning experience. We are looking for an intelligent, hard working individual with excellent communication skills, both written and verbal.

You'll be offered a competitive basic salary, negotiable depending on experience and qualifications, plus a company benefits package. Progression into a client facing role is potentially available for the right person.