Eden Rose is seeking a Level 4 qualified Paraplanner to join its Chorley wealth management team. The role focuses on providing technical and report-writing support to Financial Advisers, with emphasis on complex planning cases and delivering high-quality client outcomes.
Key responsibilities include preparing suitability reports, analysing client circumstances, building cash flow models, and supporting investment, pension, retirement, tax and IHT planning while ensuring compliant,
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Senior Paraplanner – Complex Financial Planning in Chorley employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
