Paraplanner salaries in Appleton Thorn, CHS

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

£45,000 a year

9 days ago

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

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

Level 4 Diploma in Financial Planning or higher is preferable (experienced and partly-qualified paraplanners will also be considered).

Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.

Act in a professional manner when dealing with colleagues/stakeholders. Provision of strategic advice across a variety of financial products and services (…