Senior Paraplanner – Wirral
Pinstripe Personnel · Wirral
Job description
About the role
Due to continued growth, our client, an award‑winning IFA business based on the Wirral, is looking to appoint an experienced Senior Paraplanner to join their team. The role works closely with the Managing Director, Financial Planners and the Administration team, supporting client‑focused financial advice.
Key responsibilities
- Work closely with the Managing Director, Financial Planners and Administration team to support planning activities.
- Keep up‑to‑date with product knowledge and maintain positive relationships with internal and external stakeholders.
- Communicate confidently and in a friendly manner with clients and team members.
Required profile
- Proven experience as a Paraplanner or Financial Adviser.
- Level 4 qualification in Paraplanning or Financial Advice, or working towards it.
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Published 14 hours ago
Expires 1 day from now
3 views · 0 interested
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Pinstripe Personnel
Wirral