Paraplanner

Paraplanner role - Well established Wealth firm

My client is a well established Wealth management firm, and are looking to augment their successful team with a Paraplanner to be based at their Lytham office.

You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team.

A competitive salary of up to £50,000 (DOE) is on offer with this hybrid role, along with comprehensive benefits.

Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing) & strong knowledge of Investment, Protection, and Pension products.

Click and apply ASAP as my client is considering CVs as we speak!!!

Benefits: Plus benefits