Cooper Parry Wealth is seeking a Client Facing Paraplanner to join our onboarding team and work directly with new prospects! You’ll attend client meetings from Discovery to sign-up and collaborate with the Relationship Manager to craft the advice that drives each financial plan.
You will be hands-on, learning our way of working, and over 2-3 years you’ll be nurtured into a full adviser or Senior Paraplanner depending on your ambitions. The role offers flexible work options and clear progression.
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Client-Facing Paraplanner: Flexible Work, Big Impact employer: Plannex Property Management Ltd
Broadoak Financial Planning is an exceptional employer located in South Manchester, offering a dynamic work culture that prioritises professional development and employee well-being. With a commitment to providing outstanding financial advice, employees benefit from a supportive team environment, hybrid working options, and opportunities for growth within the wealth management sector. Join us to make a meaningful impact while enjoying a competitive salary and a fulfilling career path.
Contact Details:
Plannex Property Management Ltd Recruitment Team
