Paraplanner: Elevate Client Financial Planning

Paraplanner: Elevate Client Financial Planning

Full-Time 28000 - 40000 £ / year (est.) No working from home possible
Commercial Recruitment

At a Glance

  • Tasks: Support financial planning by preparing client recommendations and researching products.
  • Company: Join a growing financial planning team in Peterborough.
  • Benefits: Competitive salary of £28k–£40k, full-time and permanent role.
  • Other info: Professional environment with opportunities for growth and development.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Experience in paraplanning with strong attention to detail required.

The predicted salary is between 28000 - 40000 £ per year.

Commercial Recruitment is seeking an experienced Paraplanner to join a growing financial planning team in Peterborough.

You will provide technical and administrative support throughout the advice process, preparing client recommendations and researching financial products.

This role is full-time and permanent, offering a salary of £28k–£40k DOE.

It requires strong attention to detail and the ability to deliver accurate documentation within deadlines in a professional environment.

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Paraplanner: Elevate Client Financial Planning employer: Commercial Recruitment

At Commercial Recruitment, we pride ourselves on being an excellent employer that fosters a vibrant work culture in Peterborough. Our team enjoys competitive salaries, a supportive environment for professional growth, and the opportunity to engage with clients in meaningful ways. We believe in empowering our employees through continuous development and a collaborative atmosphere, making it a rewarding place to build a career in sales.

Commercial Recruitment

Contact Details:

Commercial Recruitment Recruitment Team

We think you need these skills to ace Paraplanner: Elevate Client Financial Planning

Technical Support
Administrative Support
Client Recommendations
Financial Product Research
Attention to Detail
Documentation Accuracy
Time Management