Financial Services Recruitment Specialists

Paraplanner Manager/ Cheshire / Hybrid working/ Salary to 60k

Our clients Para Planning Manager role is to support the Paraplanning team in providing, implementing and reviewing strategies and advice to private and corporate clients. Candidates will need paraplanning experience and be proficient with intelligent Office Analytics and Dynamic Planner.

Experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.

Level 4 diploma is required and working towards chartered status would be an advantage

#paraplanner #paraplanning #manager #independantfinancialadvice

Contact – 0800 2335516 or hello@resourcematters.co.uk

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