At a Glance
- Tasks: Support pensions and investments through research and analysis, working behind the scenes.
- Company: Equilibrium Financial Planning, a forward-thinking financial services firm.
- Benefits: Up to £50,000 salary, bonus, pension, income protection, and funded study.
- Other info: Enjoy a hybrid working pattern with excellent career development opportunities.
- Why this job: Join a dynamic team and progress towards Level 6/Chartered qualifications.
- Qualifications: Strong analytical skills and a passion for finance.
The predicted salary is between 50000 - 50000 £ per year.
Equilibrium Financial Planning is seeking a technical paraplanner to support pensions, investments and protection, working non-client-facing.
You will liaise with Client Managers and Financial Planners, handling research, analysis and robust recommendations.
The role offers a hybrid working pattern from Wilmslow, 37.5 hours per week, with progression toward Level 6/Chartered, funded study and generous benefits including up to £50,000 salary plus bonus, pension and income protection.
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Technical Paraplanner: Pensions & Investments | Hybrid in Manchester employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer, offering a unique opportunity for Pension Paraplanners to focus on meaningful client relationships without the pressure of sales targets. Located in Wilmslow, our award-winning firm fosters a supportive work culture with hybrid working options, dedicated admin support, and genuine career growth opportunities, allowing you to thrive in your role while enjoying a balanced life.
Contact Details:
Equilibrium Financial Planning Recruitment Team
