Paraplanner - Chartered Financial Planners - Blackpool - Salary negotiable depending on experience and qualifications
Our client are a well established, Chartered Financial Planning business with offices in Blackpool.
Due to ongoing growth and increasing business levels, they now require an experienced Paraplanner to join their team. You will be part of a highly professional and qualified paraplanning team that provide technical support to the Financial Planners of the business. Daily duties will include; bespoke report writing, producing fact finds, investment research, regularly speaking with clients over the telephone and attending client meetings when required.
Previous experience in a Paraplanning role is essential. We are looking for a candidate who can hit the ground running and so you should be a competent report writer with an excellent knowledge of financial products and service.
The successful candidate will ideally hold their Diploma in Financial Planning as a minimum and any further CII qualifications would be considered advantageous. However, candidates with Paraplanning experience who are studying towards Diploma will also be considered.
This is an excellent opportunity to join a reputable and well known organisation who are highly regarded in the market. The company can offer progression into a Trainee Financial Planner role or a more technical position in the future, as well as support towards professional qualifications