HNW Paraplanner: Technical Reports & Client Support
Job in
Wilmslow, Cheshire, SK9, England, UK
Listing for:
Ferguson Dean
Full Time
position
Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Reporting, Accounting & Finance, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A leading regional financial planning practice is expanding their team in Wilmslow. They seek a Paraplanner to provide technical support and manage client queries, primarily for high-net-worth clients. The successful candidate will have experience in paraplanning and familiarity with major software packages, along with the ambition to work towards a Chartered qualification. This role will not involve direct client advising but will provide a foundation for future advisory roles.
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