Paraplanner β€” Reports, Research & Client Solutions

Paraplanner β€” Reports, Research & Client Solutions

Full-Time 30000 - 35000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support the team by writing suitability reports and providing tailored client solutions.
  • Company: Reputable financial services firm in Preston with a strong team culture.
  • Benefits: Competitive salary, 25 days holiday, flexible hours, and medical cover.
  • Other info: Onsite role with free parking and excellent career development opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: At least 2 years of experience in Financial Services and strong communication skills.

The predicted salary is between 30000 - 35000 Β£ per year.

A reputable financial services firm in Preston is seeking a Paraplanner to support their team. The ideal candidate will have at least 2 years of experience in the Financial Services industry, particularly in writing suitability reports.

This role offers a competitive salary range of Β£30K to Β£35K, alongside excellent benefits including:

  • 25 days holiday
  • Flexible hours
  • Medical cover

The position requires strong organizational and communication skills, with an emphasis on providing tailored services to clients. This is an onsite role with free parking.

Paraplanner β€” Reports, Research & Client Solutions employer: Serata Search (Uk)

Join a reputable financial services firm in Preston that values its employees and fosters a supportive work culture. With competitive salaries, generous holiday allowances, and flexible working hours, this company prioritises employee well-being and growth, offering ample opportunities for professional development in a collaborative environment. Enjoy the convenience of onsite work with free parking, making it an ideal place for those seeking a rewarding career in finance.

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Contact Details:

Serata Search (Uk) Recruitment Team

We think you need these skills to ace Paraplanner β€” Reports, Research & Client Solutions

Financial Services Knowledge
Suitability Report Writing
Organizational Skills
Communication Skills
Client Service Orientation
Attention to Detail
Analytical Skills