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Senior Paraplanner — Technical Financial Planning Expert

Job in Wilmslow, Cheshire, SK9, England, UK
Listing for: Bond Recruitment Ltd
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Reporting, Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A reputable financial services firm based in Wilmslow is seeking an experienced Paraplanner to support their technical team. The role involves assisting in client records preparation, conducting financial research, and preparing reports in adherence to standards. Applicants should hold a diploma, have excellent IT skills, and be able to work independently while ensuring compliance. This is a pivotal position in an established firm catering to high net worth clients.
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Position Requirements
10+ Years work experience
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