Paraplanner
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: Client Relationship Manager (Paraplanner)Location: Ramsbottom - North West Salary: Competitive, depending on experienceBenefits:25 days'' holiday, with additional holiday entitlement based on length of servicePension scheme - 3% employer and 4% employee contributionsDeath in Service - 4 x annual salaryPermanent Health Insurance - 75% of salary up to age 65, subject to a 13-week deferred periodFull support for professional qualifications and ongoing developmentStudy leave and financial support towards professional examinationsSalary increases linked to successful examination completionOpportunity to work towards Chartered Financial Planner statusAbout the Company:Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice.The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development.This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment.Key Responsibilities:Obtain and analyse information relating to clients'' existing financial arrangements and complete detailed gap analysis.Produce strategy reports and make high-level ..... full job details .....
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