Paraplannerrole-IFAWealthManagementfirm
MyclientisanIFAWealthmanagementfirminPreston,andarelookingtoaugmenttheirsmall,butsuccessfulteamwithaParaplannertoworkfromtheirofficethere.
You'llbedealingwithaspectsoffundresearch,clientletters,suitabilityreports,assistingtheteam,amongstotherduties,makingyouapivotalmemberoftheteam.
Acompetitivesalaryofupto35,000isonofferwiththisofficebasedrole,alongwithcomprehensivebenefits.
Ideally,you'llhave2yearsParaplannerexperience,Level4Diploma,knowledgeofInvestment,Protection,andPensionproducts&beanorganisedteamplayertohelpcolleagueswhenneeded.
ClickandapplyASAPasmyclientisconsideringCVsaswespeak!!!