Paraplanner

Company Description

PULESTON WEALTH MANAGEMENT LTD is a financial services provider focused on helping clients achieve their financial goals. The company specializes in delivering tailored wealth management solutions with a professional and personalized approach. Based in Crewe, the firm is committed to offering expert advice to clients across financial planning, investments, and wealth strategies. PULESTON WEALTH MANAGEMENT LTD prides itself on fostering a client-focused and results-oriented environment.

We are hiring a full-time Paraplanner for an on-site role located in Warrington. The Paraplanner will work closely with financial advisers to provide comprehensive support, including preparing detailed financial plans, conducting in-depth research, and analysing financial data to support client goals. This role requires creating detailed reports and documentation to ensure compliance and client satisfaction while contributing to the overall success of the firm.

• Strong understanding of Financial Planning and Investments processes
• Proficiency in Analytical Skills and Finance
• Excellent Report Writing abilities
• Detail-oriented with organizational and time management skills
• Ability to collaborate effectively within a team environment
• Previous experience in a financial planning or wealth management role is a plus
• Relevant certifications or a degree in Finance or a related field is preferred