Paraplanner salaries in Little Budworth, CHS

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

£45,000 a year

10 days ago

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.

13 days ago

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

£32,000 - £50,000 a year

IFA Administration: 2 years (required). Ability to thrive in a fast-paced environment while maintaining accuracy and attention to detail.

Up to £30,000 a year