Paraplanner salaries in Crewe, CHS

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

Research and assess Life, Pension and Investment products and solutions. Good technical knowledge across pensions, investments and life/protection products.

£45,000 - £55,000 a year

4 days ago

Attending client meetings alongside the Partner and handling client queries. Researching financial products and constructing financial planning solutions.

£45,000 a year

Excellent telephone manner with the ability to build rapport quickly and professionally. Experience in appointment setting, lead generation, client services,…

From £30,000 a year

10 days ago

Keep up to date with regulatory changes, product developments, and market conditions, applying this knowledge to research and reports.

Up to £45,000 a year

Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.

£32,000 - £50,000 a year