Paraplanner: Insightful Research & Client Reports

Perspective Financial Group Ltd. is seeking a Paraplanner for our Stoke-on-Trent office. You will work closely with Financial Planners, providing technical support and conducting in-depth client research to prepare compliant financial planning reports.

The role emphasizes high-quality client service, teamwork, and professional conduct; office hours are Monday-Friday, with salary available upon request and benefits listed below.