Paraplanner

Job Description

We have a fantastic vacancy for a Paraplanner to join our Crewe Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.

You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (North West) Limited

Location: Crewe

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note:

any offer of employment is subject to satisfactory criminal record background checks.

• Extra paid day off to mark your birthday
• Electric Vehicle Scheme – lease brand‑new electric car through a salary sacrifice arrangement
• Cycle to Work Scheme – access a new bike and safety equipment through a salary sacrifice arrangement
• Eyecare Support – help stay comfortable and supported when working with display screen equipment
• Holiday Purchase Scheme – option to buy up to five additional days of holiday each year
• Long Service Awards – recognise commitment, loyalty and experience over time with the company
• Extra Discount Cards – easy way to make everyday spending go further
• Family Friendly Policy – support employees as they grow their families, whether through birth or adoption
• 25 days holiday
• Pension
• Enhanced Parental Pay
• Life Assurance
• Learning & Development
• Employee Referral Scheme