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Paraplanner (Flexitime / Bonus)

Paraplanner (Flexitime / Bonus)

£45,000 – £55,000 + Training + 38 Days Holiday + Study Support + Flexitime + Progression + Company Bonus + 38 Days Holiday + Gym Membership + 10% Pension

Wilmslow

Are you a Paraplanner looking to join a well-established Chartered Independent Financial Advisor’s that will provide flexible hours, 38 days holiday, a generous bonus and a great working environment?

On offer is the opportunity to join a business where you will be working closely with the directors and other advisors, whilst being the first point of contact to an array of prestigious clients.

The business will provide full study support to allow you to reach chartership and fellowship, along with providing training days and any further exam support necessary.

In this role you will be working closely with one of the Financial Advisors, attending all clients meetings, writing personalized reports and carrying out end to end lifelong cash flow planning.

This company is a prestigious financial advisory firm renowned for its bespoke wealth management solutions, catering exclusively to high-net-worth individuals and families. Their expert team offers comprehensive, personalized financial planning strategies, ensuring clients achieve their long-term financial goals with confidence and sophistication.

This role would suit a Paraplanner looking for work life balance through 38 days holiday, a generous bonus, flexible hours and a great working environment.

The Benefits

  • 38 day holiday (including bank)
  • Flexitime – core hours 10am-4pm (e.g. 8am-4pm, 9am-5pm or 10am-6pm)
  • Study support
  • Company Bonus
  • Gym membership
  • Private medical care

The Role

  • Working closely with one of the financial advisors
  • Attending clients meetings,
  • Personalised report writing

The Person

  • Paraplanner

Paraplanner, Paraplanning, Finance, Financial, Financial Planning, IFA, Chartered, Financial Advisors, Financial Advisory, Stockport, Wilmslow, Stockport, Alderley Edge, Poynton, Manchester

Reference Number: BBBH14376

If you’re 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. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

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