This Job Vacancy has Expired!


Posted on Aug 13, 2019 by CV-Library

Cheshire, United Kingdom
Immediate Start
£27k - £45k Annual
Are you a paraplanner looking for a role where you can get more involved with your clients? Are you looking to join a company that looks after its people really well?

Job title: Financial Planner

Hours: 9am to 5pm, Mon-Fri

You’ll get great benefits like a whopping 33 days holiday a year (plus stats on top!) and free breakfasts with this Paraplanner role. With this financial planning and wealth management firm however, it won’t be a typical financial planning role – you’ll also be looking after a portfolio of clients, so they can deal directly with the expert on their portfolio. Your duties will include:

* Building relationships with clients to support across the financial planning process, including tax and estate planning, asset allocation and quarterly portfolio reviews

* Attending client meetings to document and understand client needs

* Prepare investment strategies and recommendation reports

* Use research and planning systems and your up-to-date knowledge of regulations and industry development to offer the best investment strategies for client needs


* CII Level 4 Diploma in Regulated Finance Planning

* Confident in preparing and communicating numbers and reports to clients

* Previous experience working for a wealth management or asset management company

* To qualify for the top end of the salary range, you should be a Chartered or Certified Financial Planner

Company benefits:

* Sunday Times Top 100 employer

* An incredible holiday allowance – 33 days, plus the bank holidays as well, increasing with service up to 38 plus stats!

* Discretionary bonus based on company and individual performance up to 13% of salary

* Health insurance after 2 years

* Company pension

* Free breakfast every day

* Parking is limited for now, but the company is expanding into new premises soon where more spaces will come available

For more, click the apply button. Even if your CV isn’t quite up-to-date, give Jacqui a call to have a chat and discuss what you’re looking for in a bit more detail – our reference number for this job is JF124.

The legal bit

Essential Personnel Ltd are acting as an employment agency with regard to this position

Reference: 210601721

Set up alerts to get notified of new vacancies.

Similar Jobs

Paraplanner / Trainee Paraplanner

Northumberland, United Kingdom

£22k - £28k Annual


Bristol, Bristol (County), United Kingdom

£18k - £24k Annual


City and County of the City of London, United Kingdom

£30k - £40k Annual


Haywards Heath, West Sussex, United Kingdom

£32k - £45k Annual


Merseyside, United Kingdom

£25k - £30k Annual


Lincolnshire, United Kingdom

Annual Salary


London, United Kingdom

£32k - £45k Annual


Greater London, United Kingdom

£35k - £40k Annual


West Yorkshire, United Kingdom

£30k - £36k Annual


Westminster Abbey, Greater London, United Kingdom

£45k - £60k Annual