Templegate Recruitment is seeking an experienced Paraplanner (Client Relationship Manager) for a well-established financial planning practice in Ramsbottom, North West. You will analyse client information, produce strategy reports and liaise with advisers to deliver compliant, high-quality recommendations.
The role offers clear progression toward Chartered Financial Planner status, with study support and a strong development environment. Competitive salary and benefits package available.
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Client Paraplanner to Chartered Financial Planner in Ramsbottom employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Mortgage & Protection firm with over 20 years of experience, we pride ourselves on our supportive and flexible work culture that empowers our Mortgage Advisers to thrive. With a strong emphasis on professional development, an established client base, and a friendly team environment, we offer an excellent opportunity for growth and success in the financial services industry, all while enjoying the benefits of hybrid working arrangements in Essex.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
