Paraplanner

Heat Recruitment

Posted 8 days ago, valid for 17 days

Crewe, Cheshire CW1 5LE

Full Time

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Sonic Summary

An experienced Paraplanner is needed to join a reputable Financial Services firm offering a salary of up to £50,000.
The firm is currently expanding and seeks a Paraplanner to support its Financial Planners.
The role can be customized to fit individual skill sets, providing flexibility in responsibilities.
Key tasks include preparing suitability letters, reports, and recommendations, as well as offering technical support for complex client inquiries.
This position offers a collaborative team environment where career development is encouraged within a prestigious firm.

Paraplannerup to £50,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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