Antony George Recruitment is seeking an experienced paraplanner for a Carlisle or Penrith-based role with hybrid working once settled. You will prepare suitability and review reports, perform cashflow analysis, and support advisers across pensions, investments, trusts, and protection.
Overtime is paid at 1.5x and there is a clear path for progression within a close-knit firm. Core hours offer flexible pattern within 7am–7pm, with up to three days from home after settlement.
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Hybrid Paraplanner: Pensions & Investments, Flexible Hours in Penrith employer: Antony George Recruitment
This award-winning, independent Chartered financial planning firm near Wilmslow is an exceptional employer, offering a supportive work culture that prioritises employee well-being and professional growth. With benefits like hybrid working, generous holiday allowances, and fully funded exam support, the firm fosters a collaborative environment where paraplanners can thrive in their technical craft without the pressures of client-facing roles. Their commitment to integrity, growth, and excellence ensures that employees are valued and empowered to make meaningful contributions.
