IRCFS - International Recruiters is recruiting an experienced Paraplanner for a well-established financial planning and wealth management firm in the Preston area. The role involves preparing suitability reports, detailed technical research, and supporting Financial Planners with complex client cases while ensuring regulatory compliance.
The ideal candidate will have strong technical knowledge of pensions and investments, excellent attention to detail, and solid communication skills.
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Senior Paraplanner – Technical Research for Wealth Planning in Preston employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
As a leading wealth management firm, we pride ourselves on fostering a supportive and collaborative work culture that empowers our Financial Planners to thrive. With access to warm leads and pre-booked meetings, you will have the tools necessary to build a successful client portfolio while benefiting from comprehensive paraplanning and administrative support. Our commitment to employee growth and development ensures that you will have ample opportunities to enhance your skills and advance your career in a dynamic and rewarding environment.
Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
