Senior Paraplanner & Client-Facing Financial Planner in Wilmslow

Senior Paraplanner & Client-Facing Financial Planner in Wilmslow

Wilmslow Full-Time 55000 - 65000 £ / year (est.) No working from home possible
Antony George Recruitment

At a Glance

  • Tasks: Engage with clients and provide expert financial planning support.
  • Company: Prestigious financial planning firm in Wilmslow with a supportive culture.
  • Benefits: Hybrid working, generous annual leave, and opportunities for career growth.
  • Other info: Collaborative environment focused on professional development.
  • Why this job: Join a respected firm and make a real difference in clients' financial futures.
  • Qualifications: 5+ years of experience and a Level 4 Diploma in financial planning.

The predicted salary is between 55000 - 65000 £ per year.

Antony George Recruitment is seeking an experienced Paraplanner to join a prestigious financial planning firm in Wilmslow. This role focuses on technical financial planning, engaging with clients, and collaborating with Financial Planners.

Ideal candidates will have:

  • At least 5 years of experience
  • A Level 4 Diploma
  • Strong knowledge of pensions and investments

The position offers a salary range of £55,000 - £65,000, alongside benefits such as hybrid working, generous annual leave, and a supportive culture for career growth.

Senior Paraplanner & Client-Facing Financial Planner in Wilmslow employer: Antony George Recruitment

Antony George Recruitment is an exceptional employer that prioritises employee growth and development, offering a supportive work culture where team collaboration and client satisfaction are at the forefront. Located in a vibrant area, the company provides competitive salaries, discretionary bonuses, and opportunities for leadership advancement, making it an ideal place for professionals looking to make a meaningful impact in wealth and financial planning.

Antony George Recruitment

Contact Details:

Antony George Recruitment Recruitment Team

We think you need these skills to ace Senior Paraplanner & Client-Facing Financial Planner in Wilmslow

Technical Financial Planning
Client Engagement
Collaboration with Financial Planners
Pensions Knowledge
Investments Knowledge
Level 4 Diploma
Experience in Financial Planning