At a Glance
- Tasks: Write suitability reports, analyse financial products, and manage client files.
- Company: Eventus Recruitment Group is a well-regarded wealth management practice in Knutsford.
- Benefits: Offers genuine study support and a clear pathway for progression.
- Other info: Salary ranges from Β£45,000 to Β£50,000 based on experience.
- Why this job: Significant ownership in a senior-level role with competitive salary.
- Qualifications: Experience as a paraplanner is required for this senior position.
The predicted salary is between 45000 - 50000 Β£ per year.
The Eventus Recruitment Group is seeking an experienced Senior Paraplanner in Knutsford. This senior-level role offers significant ownership in a well-regarded wealth management practice, with a salary ranging from Β£45,000 to Β£50,000 based on experience.
Your responsibilities will include:
- Writing suitability reports
- Analyzing financial products
- Managing client files
The firm provides a supportive environment with genuine study support and a clear pathway for progression.
Senior Paraplanner β Ownership, Progression & Hybrid Work in Knutsford employer: The Eventus Recruitment Group
Join a respected wealth management practice in Knutsford that values employee development. Enjoy benefits like genuine study support and a clear progression pathway. The firm fosters a supportive environment for its team members.
Contact Details:
The Eventus Recruitment Group Recruitment Team
We think you need these skills to ace Senior Paraplanner β Ownership, Progression & Hybrid Work in Knutsford
Suitability Report Writing
Financial Product Analysis
Client File Management
Wealth Management Knowledge
Attention to Detail
Analytical Skills
Communication Skills