Paraplanner salaries in Prestwich, GTM

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

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

We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s.

7 days ago

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

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

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