Paraplanner salaries in Daresbury, CHS

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

£45,000 a year

6 days ago

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

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

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).

3–5+ years' paraplanning experience with genuine technical depth across pensions (DB & DC), tax planning, investments and protection.

9 days ago