Junior Paraplanner
Junior Paraplanner
£28,000 – £35,000 + Study Support + Training + Progression + Bonus + Hybrid Working + 41 days holiday + Company Benefits
Wilmslow (Stockport)
Do you have a background working within an IFA firm and are looking for a role that focuses on working directly with high profile clients within a wealth management firm that will provide you with ample progression, the autonomy for flexible working and study support for your exams?
This Chartered Firm is listed as one of the top financial services company to work for within the UK and manage over £1 billion worth of assets. The company is seeing rapid growth currently and are looking for ambitious candidates to join and make their mark within the sector.
On a daily basis you will be the direct point of contact for the client and work alongside a financial planner to advise clients on the best use of their assets. You will be involved with maintaining the client relationship, keeping them informed and arranging review meetings.
This role would suit an aspiring Paraplanner looking for a role that focuses on working directly with high profile clients within a wealth management firm that will provide you with ample progression and the autonomy for flexible working. The company are known for their generous bonus as well as incredible holiday package.
The Role:
- Maintaining client relationships
- Liaising with Financial Planners
- Hybrid Working, Flexible hours
The Person:
- Aspiring Paraplanner / Client Manager or similar
- Experience within an IFA firm
- Commutable to South Stockport
REF BBBH: 10769
Key words: Paraplanner, finance, consultant, dentists, clients, planning, Stockport, Manchester, Chesshire
If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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