Perspective Financial Group Ltd. is seeking a Paraplanner for our Stoke-on-Trent office. You will work closely with Financial Planners, providing technical support and conducting in-depth client research to prepare compliant financial planning reports.
The role emphasizes high-quality client service, teamwork, and professional conduct; office hours are Monday–Friday, with salary available upon request and benefits listed below.
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Paraplanner: Insightful Research & Client Reports employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an excellent employer, offering a supportive and client-focused work culture in the picturesque location of Penrith. With a comprehensive benefits package that includes 25 days of holiday and opportunities for professional development, employees can thrive both personally and professionally while delivering high-quality financial advice to clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
