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Paraplanner

Posted: 26/08/26
Recruiter:Mitchell Hall Consulting
Reference:3162318881
Type:Permanent
Salary:£40,000 - £50,000 Annual Plus benefits
Location:Lytham, Lancashire
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.

Click and apply ASAP as my client is considering CVs as we speak

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