Paraplanner

Mitchell Hall Consulting; Lytham; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid role

Comprehensive benefits

Salary up to £50,000 (DOE)

Job summary

Mitchell Hall Consulting's client, a well established Wealth management firm, is seeking a Paraplanner to be based at their Lytham office. You’ll handle fund research, client letters and suitability reports, working closely with IFAs and supporting the advisory team.

The role is hybrid with a salary up to £50,000 (DOE) and a comprehensive benefits package. Ideal candidates have about 2 years Paraplanner experience and Level 4 Diploma (or near completion) and strong knowledge of Investment,

Qualifications

• 2 years Paraplanner experience
• Level 4 Diploma (or near completion)
• strong knowledge of Investment, Protection, and Pension products

Responsibilities

• Fund research for reports and letters
• Prepare client letters and suitability reports
• Work closely with IFAs and support the advisory team

Skills

Paraplanner experience

Fund research

Suitability reports

Education

Level 4 Diploma (or near completion)

Job description

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.