Paraplanner: Elevate Client Financial Planning

Perspective Financial Group Ltd; Crewe; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Extra paid day off for birthday

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Ltd in Crewe is looking for a Paraplanner to join their team. This role involves providing technical support to Financial Planners and delivering high-quality client service.

The successful candidate will conduct detailed research on clients’ financial arrangements and produce Financial Planning Reports that align with clients’ objectives. A competitive salary based on experience is offered, along with various employee benefits.

Qualifications

• Experience in providing high quality support.
• Ability to produce timely and compliant Financial Planning Reports.
• Strong interpersonal skills and a professional demeanor.

Responsibilities

• Provide technical support for Financial Planners
• Conduct detailed research on clients’ financial arrangements
• Produce Financial Planning Reports based on client assessments

Skills

Client service excellence

Financial Planning knowledge

Detail-oriented research

Job description

Perspective Financial Group Ltd in Crewe is looking for a Paraplanner to join their team. This role involves providing technical support to Financial Planners and delivering high-quality client service.

The successful candidate will conduct detailed research on clients’ financial arrangements and produce Financial Planning Reports that align with clients’ objectives. A competitive salary based on experience is offered, along with various employee benefits.