Paraplanner: Elevate Client Advice & Research in Kendal

Paraplanner: Elevate Client Advice & Research in Kendal

Kendal Full-Time 40500 - 49500 Β£ / year (est.) Home office (partial)
Armstrong Watson

At a Glance

  • Tasks: Support Financial Planning Consultants with research and documentation for client recommendations.
  • Company: Armstrong Watson, a growing UK firm with a collaborative culture.
  • Benefits: Smart Working policy, professional development, and a clear career path.
  • Why this job: Join a dynamic team and make a real difference in client financial planning.
  • Qualifications: Strong communication skills and a passion for financial advice.

The predicted salary is between 40500 - 49500 Β£ per year.

Armstrong Watson in Kendal is recruiting a Paraplanner to join our Financial Planning team.

You will provide technical and advisory support to Financial Planning Consultants and Assistants, underpinning client recommendations with quality research and robust documentation.

We value professional standards, strong communication and a collaborative approach, with a Smart Working policy and a clear path for development within a growing UK firm.

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Paraplanner: Elevate Client Advice & Research in Kendal employer: Armstrong Watson

Armstrong-Watson is an exceptional employer, providing a supportive work culture that prioritises employee growth and development. Located in the picturesque town of Cockermouth, this role not only offers a competitive salary and comprehensive benefits but also paves the way for a rewarding career as a Chartered Accountant through a structured apprenticeship programme.

Armstrong Watson

Contact Details:

Armstrong Watson Recruitment Team

We think you need these skills to ace Paraplanner: Elevate Client Advice & Research in Kendal

Technical Support
Advisory Support
Research Skills
Documentation Skills
Communication Skills
Collaboration
Professional Standards