Paraplanner - Client contact

  • Location

    Wilmslow, Cheshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £35000 - £45000 per annum + Bonus plus Pension

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


We are currently working with a Chartered Financial Planners in Cheshire who are looking to recruit an additional Paraplanner for their offices in Cheshire.

This role is ideal for an experienced Paraplanner who is looking for a bit of variation in their role. Although you will still be involved with Report writing and technical research, in this Paraplanner position you will be working very closely with your own book of clients. You will not be providing advice but will be expected to develop relationships with the clients while providing support such as answering queries, research and reporting, quarterly reviews of client portfolios and arranging & attending review meetings.

Such a busy and varied role also comes with the benefit of being one of the best paid 'Paraplanner' roles in the North-West. The company need the best staff around and are willing to pay excellent starting salaries as well as an industry leading benefits package, generous bonuses and 33 days holiday!

The role would suit an experienced Paraplanner with excellent communication skills or a Financial Adviser who is looking to move away from the pressured environment of targets. You must be Diploma Qualified as a minimum and ideally you will have worked towards the Advanced Diploma Qualifications.