At a Glance
- Tasks: Provide comprehensive support across financial planning cases and produce client reports.
- Company: Search is a dynamic firm located in Chorley, focusing on financial planning.
- Benefits: Enjoy 36 days holiday, a pension scheme, and ongoing professional development support.
- Other info: The position is tech-focused, enhancing your skills in a growing field.
- Why this job: This role offers hybrid working options with flexibility to work from home.
- Qualifications: Candidates must hold a Level 4 Diploma in Financial Planning and have at least 2 years’ experience.
The predicted salary is between 30000 - 40000 £ per year.
Search is seeking an experienced Paraplanner to join their team in Chorley. The role offers hybrid working options, allowing flexibility with 2 days from home. As a Paraplanner, you will provide comprehensive support across financial planning cases, produce client reports, and conduct detailed research.
The ideal candidate will hold a Level 4 Diploma in Financial Planning and have at least 2 years’ experience.
Additional benefits include:
- 36 days holiday
- Pension scheme
- Ongoing professional development support
Hybrid Paraplanner - Tech-Focused, Growth & Exams Support in Leyland employer: Search
Search offers a supportive environment in Chorley with a focus on financial planning. Employees benefit from 36 days of holiday and ongoing professional development. Join a team that values growth and innovation in the financial sector.
We think you need these skills to ace Hybrid Paraplanner - Tech-Focused, Growth & Exams Support in Leyland
Financial Planning
Client Report Production
Detailed Research
Level 4 Diploma in Financial Planning
Experience in Paraplanning
Hybrid Working
Communication Skills