CFP JOBS is looking for an experienced Paraplanner to join our growing financial planning team in York, with hybrid working and a full-time role. You will work closely with advisers to deliver high-quality financial plans, robust technical support and excellent client outcomes.
The role involves preparing suitability reports, researching pensions, investments and protection, supporting planning strategies, and involvement in inheritance tax planning, trusts and BPR.
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Hybrid Paraplanner: Progression & 38 Days Holiday employer: CFP JOBS
Join a dynamic team of Independent Financial Advisers in the vibrant cities of Manchester, Liverpool, and Chester, where you will benefit from an established client bank and comprehensive support from our Competency and Development team. Our company fosters a collaborative work culture that prioritises employee growth, offering competitive salaries and full employed benefits, ensuring you have the resources to thrive in your career while making a meaningful impact on clients' financial futures.
