My client is a reputable long-serving established financial planning institution, they are currently looking for a talented Paraplanner/Report Writer to join their team based in Blackburn.
The successful candidate will have work within the Wealth Management department and work with all aspects of wealth management including, planning, tax migration, investment strategy, and asset protection. The candidate will assist in maintaining appropriate systems and controls working closely with the compliance officer. The successful individual will work closely with the Business Development department and financial software such as; Word, Excel, Outlook & Xplan.
The ideal candidate will be familiar with Word and Xplan, have excellent verbal and written skill with focused attention to detail. A PFS diploma is desired, or candidates working toward a PFS diploma. Candidates will come from a Financial Services background, ideally within Wealth Management.
Candidates must hold a full UK Drivers license.
Basic Salary – £Competitive DOE
Financial & Time support for obtaining further financial qualifications.
If this role is of interest please send your CV to Kelly at Landers Recruitment
|Salary||Competitive plus benefits|