Paraplanner salaries in Holmes Chapel, 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.

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

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

The Wealth Planning Director is a leadership position responsible for delivering exceptional wealth planning advice to high-net-worth clients, driving business…

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

£32,000 - £50,000 a year