Senior Paraplanner: Client-Focused Planning Expert

Senior Paraplanner: Client-Focused Planning Expert

Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Bond Recruitment

At a Glance

  • Tasks: Provide top-notch support to Financial Planners and manage client relationships.
  • Company: Bond Recruitment, a leader in financial services recruitment.
  • Benefits: Competitive salary, dynamic workload, and the chance to work with respected clients.
  • Other info: Exciting opportunities for professional growth in a fast-paced environment.
  • Why this job: Join a vibrant team and make a real difference in client-focused planning.
  • Qualifications: Strong knowledge of Financial Services and experience with Voyant software.

The predicted salary is between 40000 - 50000 Β£ per year.

Bond Recruitment is seeking a Senior Paraplanner in Alderley Edge. The role involves providing high-quality technical support to Financial Planners during Annual Planning Meetings and managing client relationships effectively.

The ideal candidate will have strong technical knowledge of Financial Services products and experience using Voyant software. Strong communication and organisational skills are essential. This role promises a dynamic workload and the opportunity to work with respected clients.

Senior Paraplanner: Client-Focused Planning Expert employer: Bond Recruitment

At Bond Recruitment, we pride ourselves on being an exceptional employer, offering a collaborative work culture that values employee growth and development. Located in the picturesque Alderley Edge, our team enjoys a supportive environment where innovation is encouraged, and opportunities for professional advancement are abundant. With a focus on client-centric service, we empower our employees to make a meaningful impact while enjoying a dynamic workload and engaging with respected clients.

Bond Recruitment

Contact Details:

Bond Recruitment Recruitment Team

We think you need these skills to ace Senior Paraplanner: Client-Focused Planning Expert

Technical Knowledge of Financial Services Products
Experience with Voyant Software
Communication Skills
Organisational Skills
Client Relationship Management
High-Quality Technical Support
Annual Planning Meetings Coordination