Paraplanner

Permanent
North West
Posted 1 month ago

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 Role

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 Candidate

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.

The Package

Basic Salary – £Competitive DOE

Financial & Time support for obtaining further financial qualifications.

Pension

Job satisfaction

If this role is of interest please send your CV to Kelly at Landers Recruitment

Job Features

LocationBlackburn
SalaryCompetitive plus benefits
Job RefPARAPLANNER

To Apply for this post please email kelly@landersrecruitment.co.uk (with the Job Ref as the Subject) or go to our Job Seekers Page to upload your CV.