Paraplanner salaries in Rudheath, CHS

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

£45,000 a year

3 days ago

To deliver a set of diverse tasks that enable our advisors to focus on sales. Must have a 'can do' attitude with proven ability to achieve and exceed targets in…

11 days ago

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

You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning…

£45,000 - £55,000 a year

3 days ago

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

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

£32,000 - £50,000 a year