Paraplanner opportunity - Chartered Wealth Practice
My client is a leading Chartered Wealth Practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing a Paraplanner for their Chorley office.
You'll deal with a wide range of Paraplanner functions such as researching products, preparing reports & client files, amongst other aspects. A competitive salary (up to £34,000) and benefits are on offer with this role and there is hybrid working opportunities as well!
Ideally, you'll have 1/2 years experience in Para-planning, near to or at Level 4 Diploma in Financial Planning but working towards Chartered Status would be desirable, for this role!.
Click and apply for this sought after opportunity, as a short list is being drawn up for interview, as we speak