Experienced Diploma Qualified Paraplanner required - Chorley - Leading Chartered Financial Planners - Role start date to be determined
MB Fitzgerald Recruitment are currently working with a leading firm of Chartered Financial Planners in Chorley who are looking to add an experienced and Diploma Qualified Paraplanner to their busy team.
The business have worked hard to get back on track post lockdown and are now looking to continue their growth plans but adding an experienced member of staff. Due to the nature of the role, they are looking for a Paraplanner with at least 2 years experience in the role. They must also be Diploma qualified as a minimum and ready to hit the ground running. You must have excellent report writing skills and a strong knowledge of all financial services products. Candidates with advanced qualifications will have an advantage although this is not essential.
You will be responsible for supporting the company's Chartered Financial Planners by writing detailed client reports and researching appropriate products for them to recommend. Administrative duties will be taken care of by the support team, leaving you to focus on the technical role.
Salary is negotiable depending on experience and qualifications. You will also be provided with company benefits including Pension, DIS, 23 days holiday plus BH, flexible working hours and study support among others