Wealth Practice Paraplanning Opportunity
2 weeks ago
We are looking for a skilled Paraplanner to join our team in Chorley. As a Paraplanner, you will be responsible for researching products, preparing reports and client files, and contributing to the growth of our business.
This is an exciting opportunity for someone who is passionate about financial planning and wants to work with a dynamic team. You will have the chance to develop your skills and knowledge, and contribute to the success of our business.
About the role:
- Researching and recommending financial products to clients.
- Preparing comprehensive reports and client files.
- Working closely with the team to deliver exceptional client service.
What we offer:
- A competitive salary of up to £34,000 per annum.
- Opportunities for professional development and career growth.
- A supportive and collaborative team environment.
Requirements:
- 1-2 years of experience in paraplanning.
- Near to or at Level 4 Diploma in Financial Planning.
- Working towards Chartered Status would be desirable.
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