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Paraplanner

Mitchell Hall Consulting
Posted 12 hours ago, valid for 15 days
Location

Chorley, Lancashire PR72SY, England

Salary

£30,000 - £34,000 per annum

Contract type

Full Time

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Sonic Summary

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  • A leading Chartered Wealth Practice is seeking a Paraplanner to join their team in Chorley.
  • The role involves various Paraplanner functions, including researching products and preparing client reports and files.
  • The position offers a competitive salary of up to £34,000 along with benefits and hybrid working opportunities.
  • Candidates should ideally have 1-2 years of experience in paraplanning and be near or at Level 4 Diploma in Financial Planning.
  • Working towards Chartered Status is desirable for this role, and interested applicants are encouraged to apply promptly.

Paraplanner opportunity - Chartered Wealth Practice

My client is a leading Chartered Wealth Practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing a Paraplanner for their Chorleyoffice.

You'll deal with a wide range of Paraplanner functions such as researching products, preparing reports& client files, amongst other aspects. A competitive salary (up to 34,000) and benefits are on offer with this role and there is hybrid working opportunities as well!

Ideally, you'll have 1/2 yearsexperience in Para-planning, near to or at Level 4 Diploma in Financial Planning but working towards Chartered Status would be desirable, for this role!.

Click and apply for this sought afteropportunity, as a short list is being drawn up for interview, as we speak!

Apply now in a few quick clicks

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