Paraplanner role - Well established Wealth firm My client is a well established Wealth management firm, and are looking to augment their successful team with a Paraplanner to be based at their Lytham office. You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team. A competitive salary of up to £50,000 (DOE) is on offer with this hybrid role, along with comprehensive benefits. Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing) & strong knowledge of Investment, Protection, and Pension products. Click and apply ASAP as my client is considering CVs as we speak
Paraplanner employer: Mitchell Hall Consulting
Mitchell Hall Consulting is an exceptional employer, offering a dynamic work environment in Alderley Edge where collaboration and professional growth are at the forefront. Employees benefit from competitive salaries, ongoing training opportunities, and a supportive culture that values innovation and client-focused solutions, making it an ideal place for those looking to advance their careers in financial planning.
