Paraplanner – Hybrid Wealth Management & Fund Research

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

Benefits offered by this job

Hybrid role

Comprehensive benefits

Job summary

Mitchell Hall Consulting seeks a Paraplanner for a well established Wealth management client in the Lytham area. The role is hybrid, focusing on fund research, client letters, suitability reports and close collaboration with IFAs to support client financial planning.

Ideal candidates have at least 2 years Paraplanner experience, Level 4 Diploma (or near completion) and strong knowledge of Investment, Protection and Pension products. Salary up to 50,000 DOE with comprehensive benefits.

Qualifications

• 2 years Paraplanner experience required.
• Level 4 Diploma or near completion required.
• Strong knowledge of Investment, Protection, and Pension products.

Responsibilities

• Perform fund research, prepare client letters and suitability reports.
• Collaborate closely with Independent Financial Advisers (IFAs).
• Be a pivotal member of the wealth management team.

Skills

Fund research

Client letters

Suitability reports

IFAs liaison

Education

Level 4 Diploma

Diploma Level 4 in progress

Job description

Mitchell Hall Consulting seeks a Paraplanner for a well established Wealth management client in the Lytham area. The role is hybrid, focusing on fund research, client letters, suitability reports and close collaboration with IFAs to support client financial planning.

Ideal candidates have at least 2 years Paraplanner experience, Level 4 Diploma (or near completion) and strong knowledge of Investment, Protection and Pension products. Salary up to 50,000 DOE with comprehensive benefits.