Phoenix Talent Partners
Financial Services Admin / Trainee Paraplanner | Boutique Wealth Management Practice | Cheshire
Are you currently working in Financial Services and looking to take the next step in your career?
Perhaps you're working in Financial Planning Administration, Sales Support, Client Services, Compliance, or a similar role and are keen to move into Paraplanning?
Our client, a highly respected boutique wealth management firm in Cheshire, is looking for an ambitious individual to join their team and develop into a Paraplanner.
Why this opportunity?
This is more than just a job move—it's a genuine career development opportunity. You'll receive hands-on training, mentoring from experienced professionals, and support towards achieving your professional qualifications.
Study support and development opportunities are available for candidates working towards, or keen to begin, their Level 4 Diploma.
What you'll be doing
- Supporting the Financial Planners and Paraplanning team
- Conducting research across pensions, investments and protection products
- Assisting with suitability reports and client recommendations
- Preparing client review packs and documentation
- Developing your technical knowledge and financial planning expertise
- Learning the skills required to become a successful Paraplanner
What we're looking for
- Experience within Financial Services, such as:
- Financial Planning Administration
- Sales Support
- Client Services
- Compliance
- Wealth Management Support
- A genuine interest in financial planning and technical advice
- Strong attention to detail and analytical skills
- A proactive, positive, can-do attitude
- Excellent communication skills
- A desire to learn, develop and progress your career
What's on offer?
- Competitive salary and benefits package
- Study support towards Level 4 Diploma qualifications
- Structured career progression into Paraplanning
- Flexible working options
- Supportive and collaborative team environment
- The opportunity to join a growing boutique firm where your contribution is valued
If you're ready to move beyond administration or support and build a long-term career in financial planning, we'd love to hear from you.
Apply today or get in touch for a confidential conversation.
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To apply for this job please visit www.reed.co.uk.
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