Job Description
Paraplanner role - Chartered Accountancy IFA Wealth firm
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 closley 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 & be able to manage a busy pipeline of work.
Click and apply ASAP as my client is considering C...
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 closley 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 & be able to manage a busy pipeline of work.
Click and apply ASAP as my client is considering C...