Client Paraplanner to Chartered Financial Planner
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Accounting & Finance
Templegate Recruitment is seeking an experienced Paraplanner (Client Relationship Manager) for a well-established financial planning practice in Ramsbottom, North West. You will analyse client information, produce strategy reports and liaise with advisers to deliver compliant, high-quality recommendations.
The role offers clear progression toward Chartered Financial Planner status, with study support and a strong development environment. Competitive salary and benefits package available.
We are currently recruiting a Client Paraplanner to Chartered Financial Planner for our team in Ramsbottom, England, United Kingdom.
The Client Paraplanner to Chartered Financial Planner position in the Finance field is open for applications.
We have an opening for a Client Paraplanner to Chartered Financial Planner in Ramsbottom, England, United Kingdom within Finance.
This role, Client Paraplanner to Chartered Financial Planner at TEMPLEGATE RECRUITMENT LIMITED, could be your next opportunity.
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