Financial Services Jobs

Paraplanner

Posted 7 days ago
Salary
£48,000/ANNUAL
Location(s)
North West
Type
Permanent

 

If you’re a Paraplanner looking to work with a growing, friendly, local Chartered Financial Firm, then look no further.

 

The firm currently manages over £350m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

 

With exciting growth plans over the next 5 years and 1 acquisition already in place it really is an exciting time to be joining this forward-thinking firm.

 

I’m working with a market-leading wealth management firm who are looking for a Paraplanner to join their Knutsford team on a hybrid working model.

 

This is an ideal opportunity for someone well-versed in Paraplanning that wants to expand the scope of their role and try something a little bit different.

 

We’re seeking a talented individual who will be responsible for providing technical support to the Financial Planning team as well as someone who is happy to help develop and support the more junior team members develop their skill set. 

 

As a Paraplanner you will support and aid the Management team and undertake duties to a high standard; ensuring work is completed accurately and on time.

  

To be considered for this role, you should have a demonstrable success working as a Paraplanner with a minimum 3 years’ experience with a good working knowledge of pensions and investments. You would need to hold the Level 4 Diploma qualification in financial planning and ideally working towards advanced exams.

 

The basic salary is up to £48000 DOE + discretionary bonus and a great benefits package. Including exam and training support, flexitime and flexible working, a hybrid working model and free onsite parking.

 

To find out more about the role, please drop me an email at mark.penswick@bwd-search.co.uk. Alternatively, apply here for immediate consideration.

 

 

 

Jobs you might also like

  • Trainee Financial Planner
    I’m currently working alongside a well-established national Wealth Management firm looking for a Trainee Financial Planner to join their Oxford team.   You’ll be working in tandem with one of the...
    Salary
    £48,000/ANNUAL
    Location(s)
    South West, South East
    Type
    Permanent
  • Product Proposition Manager
      We have an exciting opportunity for you to be an integral part of the product proposition team. The team is tasked with developing customer-led strategic propositions. You will be the business lead...
    Salary
    £60,000/ANNUAL
    Location(s)
    Work from home
    Type
    Permanent
  • Wealth Manager - East Anglia
    I’m currently working with an internationally renowned private bank looking to bring three Wealth Managers into their East Anglia teams (Cambridge, Peterborough or Norwich).   This is an...
    Salary
    £90,000/ANNUAL
    Location(s)
    East of England
    Type
    Permanent