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Paraplanner

Paraplanner

Mitchell Hall Consulting

Posted a day ago, valid for 24 days

Preston, Lancashire PR1 2AB, England

£27,000 - £35,000 per annum

Full Time

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Sonic Summary

My client is an IFA Wealth Management firm in Preston looking to hire a Paraplanner to join their successful team.
The role involves fund research, drafting client letters, preparing suitability reports, and supporting the team in various tasks.
A competitive salary of up to £35,000 is offered for this office-based position, along with comprehensive benefits.
Candidates should have at least 2 years of Paraplanner experience, a Level 4 Diploma, and knowledge of Investment, Protection, and Pension products.
Interested applicants are encouraged to apply ASAP, as the client is reviewing CVs immediately.

Paraplannerrole-IFAWealthManagementfirm

MyclientisanIFAWealthmanagementfirminPreston,andarelookingtoaugmenttheirsmall,butsuccessfulteamwithaParaplannertoworkfromtheirofficethere.

You'llbedealingwithaspectsoffundresearch,clientletters,suitabilityreports,assistingtheteam,amongstotherduties,makingyouapivotalmemberoftheteam.

Acompetitivesalaryofupto35,000isonofferwiththisofficebasedrole,alongwithcomprehensivebenefits.

Ideally,you'llhave2yearsParaplannerexperience,Level4Diploma,knowledgeofInvestment,Protection,andPensionproducts&beanorganisedteamplayertohelpcolleagueswhenneeded.

ClickandapplyASAPasmyclientisconsideringCVsaswespeak!!!

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