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Job Location | Manchester |
Education | Not Mentioned |
Salary | £40,000 - £50,000 per annum, negotiable, inc benef |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
A prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment.Paraplanner Role Overview:As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongsidethe advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail.Paraplanner Key Responsibilities:
Keyskills :
Financial Planning
Financial Services
HNW
Holistic
Paraplanner
Manchester
Report Writer
Hybrid
Chartered Paraplanner
Diploma Paraplanner