At a Glance
- Tasks: Support IFAs with fund research, client letters, and suitability reports.
- Company: Award-winning Chartered Accountancy IFA Wealth management firm in Blackburn.
- Benefits: Competitive salary up to £45,000, hybrid work, and support for CII Diploma exams.
- Other info: Flexible salary for the right candidate and excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 2 years Paraplanner experience and Level 4 Diploma (or nearing completion).
The predicted salary is between 40000 - 45000 £ per year.
My client is an award winning Chartered Accountancy IFA Wealth management firm in Blackburn, and are looking to augment their successful team with a Paraplanner to be based at their Blackburn office.
You’ll be dealing with aspects of fund research, client letters, suitability reports, working closely with the IFAs, making you a pivotal member of the team.
A competitive salary of up to 45,000 is on offer with this hybrid role, along with comprehensive benefits. Support with the CII Diploma exams are also on offer with this role. My client could be flexible on salary for the right candidate and hybrid working would be on offer post-probation!
Ideally, you’ll have:
- 2 years Paraplanner experience
- Level 4 Diploma (or near to completing)
- Knowledge of Investment, Protection, and Pension products
- Ability to manage a busy pipeline of work
Click and apply ASAP as my client is considering CVs as we speak.
Paraplanner Role employer: Mitchell Hall Consulting
Join an award-winning Chartered Accountancy IFA Wealth management firm in Blackburn, where you will be a vital part of a collaborative team dedicated to client success. Enjoy a competitive salary of up to £45,000, comprehensive benefits, and support for your CII Diploma exams, all within a flexible hybrid working environment that promotes professional growth and work-life balance.
