Paraplanner salaries in Lymm, CHS

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

9 days ago

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

£45,000 a year

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

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

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

Conduct detailed technical research and analysis across pensions, investments, protection, retirement planning, tax planning, and estate planning.

£38,000 - £50,000 a year