Paraplanner Work, Jobs in Cheshire (with Salaries)

Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Senior Paraplanner
RGH‑Global Limited —Knutsford
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Communication skills
2d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- Writing skills
- Communication skills
- Employee discount
- Referral programme
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Mentoring
- Training & development
- Annual leave
- Work from home
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
8d
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Paraplanning
Equilibrium Financial Planning —Wilmslow
- Up to £45,000 a year
- Annual leave
- Work from home
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave
Paraplanner
Hoxton Wealth —Liverpool
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School

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Customer Service Advisor
PayStream Accounting Services —Altrincham
Supporting new customers through the learning curve of being employed through an Umbrella company. Hybrid working available following training (2 days working…
£30,000 a year
Quick apply
14d
Junior HR Service Centre Advisor / HR Operations Assistant
Bank of America —Chester
20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum. Good Microsoft Office and general IT skills.

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Paraplanner

Perspective Financial Group
Crewe

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial report writing
Microsoft Office Suite
Financial advisory support experience
Proofreading
Communication skills

Full job description

Perspective (North West) Ltd

Job Description

We have a fantastic vacancy for a Paraplanner to join our Crewe Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (North West) Limited

Location: Crewe

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Crewe Office5 Chantry CourtForge StreetCreweCheshireCW1 2DL

Requirements

Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
A reliable individual who has the ability to manage and prioritise workloads.
Outstanding communication skills at all levels.
Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
Analytical and problem-solving skills.
Experience of working as part of a team.
Excellent organisational and multi-tasking abilities are essential.
Flexibility/ adaptability to cope with change.
Confident with IT and office software packages Word, Excel, PowerPoint.

Responsibilities

The key duties of the role are:

Writing Financial Planning Reports that our Planners present to clients.
Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
Arranging for plans to be submitted to provider companies.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Preparation of client review packs.
Illustration requests.
Keep up to date with financial products and legislation.
Comply with all company and industry guidelines, rules and regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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paraplanner jobs in cheshire

Paraplanner

Senior Paraplanner

Paraplanner

Paraplanner

Senior Client Manager

IFA Administrator

Leads Co-Ordinator & Financial Administrator

Client Manager

Paraplanning

IFA Administrator

Paraplanner

Financial Planner

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Perspective (North West) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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paraplanner jobs in cheshire

Discover related jobs

I want to receive the latest job alerts for paraplanner in cheshire

Explore jobs in more locations

Perspective (North West) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you