Alderley Edge, United Kingdom — Bond Recruitment is recruiting a Senior Paraplanner for a highly regarded Chartered Financial Planning firm. You will deliver high-quality technical support to the Financial Planner before, during, and after Annual Planning Meetings, while maintaining strong client relationships in between meetings.
Key duties include meeting preparation, attending client meetings, and ensuring client files (Voyant, Curo, and related systems) are accurate and up to date.
#J-18808-Ljbffr
Senior Paraplanner: Client-Focused Financial Planning Pro in Alderley Edge employer: Bond Recruitment
Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.
