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Paraplanner: Path to Chartered Planner

Job in Stockport, Greater Manchester, SK1, England, UK
Listing for: Exchange Street Claims ltd
Contract position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 70000 GBP Yearly GBP 70000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner: 12-Month Path to Chartered Planner
A modern financial planning firm in Stockport is seeking a qualified paraplanner to embark on a 12-month learning journey. During this time, you'll develop essential skills before progressing to a fully chartered adviser with expected earnings over £70,000. Responsibilities include cashflow modelling, with experience in CGT and investment bond encashments preferred.

This role offers a hybrid working model post-training and includes a comprehensive benefits package such as life assurance and generous holiday allowances.
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