Paraplanner – Lymm – Financial Services


Paraplanner  – £32,000 – £38,000 – Financial Services         J – 620


£30,000 to £38,000

We are recruiting for a Chartered Financial Planners practicing from a small suite of modern offices in Lymm in North Cheshire. The practice is largely investment based looking after clients around the North West.

The successful candidate will prepare client files for review by the practice’s Managing Director. The preparation of files will involve the candidate producing manual valuation statements in a standard format for which full training will be given.

Many of these reviews are going to generate a variety of transactions:

  • The re-registration of presently “non-platform” investment portfolios.
  • The transfer of existing Stocks and Shares Individual Savings Accounts.
  • Switches of existing investment fund holdings.
  • Some new cash investment.

The position will suit somebody with a Level 4 qualification who intends to progress to full Chartered status eventually. Initial salary will be £30,000 to £38,000, depending on previous experience and qualifications. There will be financial support for future professional studies.

Salary will be reviewed annually and in the longer term, a fully qualified Chartered Financial Planner could hope for a senior position within the practice, with commensurate earnings.

To apply for this position please call the office on 0161 973 0133 or email

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