Paraplanner: Elevate Client Financial Planning
Job in
Crewe, Cheshire, CH3, England, UK
Listed on 2026-06-15
Listing for:
Perspective Financial Group Ltd
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant
Job Description & How to Apply Below
Perspective Financial Group Ltd in Crewe is looking for a Paraplanner to join their team. This role involves providing technical support to Financial Planners and delivering high-quality client service.
The successful candidate will conduct detailed research on clients’ financial arrangements and produce Financial Planning Reports that align with clients’ objectives. A competitive salary based on experience is offered, along with various employee benefits.
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