At a Glance
- Tasks: Provide expert financial planning support and create tailored reports for clients.
- Company: Citrus Elite Recruitment Ltd, a leader in financial services recruitment.
- Benefits: Hybrid working, study support, and opportunities for professional growth.
- Other info: Exciting role with a focus on client outcomes and career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 3 years as a paraplanner and Diploma 4 in Regulated Financial Planning required.
The predicted salary is between 40500 - 49500 £ per year.
Citrus Elite Recruitment Ltd is seeking an experienced Paraplanner in Manchester on a hybrid basis.
You will deliver complex financial planning support to advisers and clients, contributing to high-quality client outcomes.
The role requires at least 3 years in a paraplanner role and likely Diploma 4 in Regulated Financial Planning.
You will conduct cashflow modelling, research products, and prepare suitability reports.
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Paraplanner - Hybrid (Manchester) with Study Support employer: Citrus Elite Recruitment Ltd
Join an award-winning independent financial advisory firm in Sutton Coldfield, where your career as a Trainee Paraplanner can truly flourish. With a strong commitment to employee development, the company offers financial support for key qualifications and a collaborative work culture that values innovation and integrity. Experience meaningful growth opportunities in a supportive environment dedicated to helping you achieve your professional goals.
Contact Details:
Citrus Elite Recruitment Ltd Recruitment Team
