At a Glance
- Tasks: Support Advisers with technical queries and prepare detailed financial reports.
- Company: Join a leading FTSE 100 Wealth Management company in Chorley.
- Benefits: Hybrid working options, ample parking, and a supportive team environment.
- Other info: Enjoy excellent career growth opportunities in a well-established practice.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience as a Paraplanner with strong report writing and product knowledge.
The predicted salary is between 40000 - 50000 £ per year.
Location - Chorley, Lancashire/Hybrid
Hours - Full time, Hybrid
We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team. Our Practice is long established and highly successful, priding itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
As a Senior Paraplanner, you will support the Advisers with technical queries, and the preparation of documentation including detailed and informative reports, and financial planning solutions including cashflow modelling, and Trust planning.
Paraplanner Requirements- You should be an experienced Paraplanner with great report writing skills.
- You will have experience of Life, Pension and Investment products.
- Hybrid working is an option with 2 days a week available for WFH.
- Our office is conveniently located, with ample on-site parking.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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Paraplanner (Pensions) in Preston employer: Burgh Recruitment Limited
Join our esteemed SJP Partner Practice in Chorley, Lancashire, where we foster a collaborative and supportive work culture that prioritises employee growth and development. As a Senior Paraplanner, you will benefit from hybrid working options, competitive remuneration, and the opportunity to work with a dedicated team committed to delivering exceptional financial solutions to our clients. Our long-standing reputation in wealth management ensures that you will be part of a respected firm that values your expertise and contributions.
