Paraplanner - Preston - Well established IFA Practice - Salary negotiable plus company benefits, exam support and Bonus
MB Fitzgerald Recruitment are currently working with a well-established firm of Independent Financial Advisers who specialise in providing financial advice within the specialised area of personal injury claimants.
You will be joining the busy Preston office where you will be working alongside a team of 7 who support the company Director. You will also have regular contact with team members at the company head office.
As a Paraplanner, you will be responsible for providing research and report writing support, discussing any recommendations with the Adviser. You will need to maintain up to date knowledge of financial servcies rules and requirements and should have an excellent all round knowledge of financial services products. Candidates must be Diploma qualified or working towards this.
You will be provided with an induction, procedural training and familiarisation with the company's specialised area of personal injury claimants but other than that candidates should have the Paraplanning expereince required to enable them to hit the ground running.
This is a fantastic opportunity to join a busy Financial Advisory practice who can provide support with progression and towards professional qualifications. Salary on offer is negotiable depending on experience and qualifications plus company benefits.