Financial Planning Support Professional

3 weeks ago


Chorley, Lancashire, United Kingdom Mitchell Hall Consulting Full time
Paraplanning Opportunity in a Renowned Wealth Management Firm

Mitchell Hall Consulting invites applications from accomplished Paraplanners to join our dynamic team in Chorley, driving excellence in wealth management services.

The preferred candidate should hold 1-2 years of experience in paraplanning, demonstrate near or actual Level 4 Diploma in Financial Planning certification, and pursue Chartered Status for heightened professional stature.

Main Responsibilities:
  • Provide comprehensive support to financial planners in crafting meticulous financial plans, reports, and other crucial documents.
  • Sustain and update precise records and databases for optimal operational performance.
Compensation and Benefits:
  • A maximum annual salary of £34,000 reflecting our dedication to recognizing and rewarding talented professionals.
  • A comprehensive benefits package fostering a perfect balance between work and personal life.
  • A flexible working environment with hybrid arrangements.
Required Skills:
  • Proficiency in paraplanning with 1-2 years of relevant experience.
  • Demonstrated expertise through near or actual Level 4 Diploma in Financial Planning certification.
  • Strong ambition to attain Chartered Status underscores determination and aspirations for professional advancement.


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