MB Fitzgerald are currently working with a leading wealth management and employee benefits organisation who have offices across the UK. They are currently looking for an experienced Paraplanner to join them in their Preston offices.
You will be providing technical support to the company's Financial Planners and Directors, preparing client letters, proposals and reports as well as researching and assisting in the recommendation of suitable products and services.
Candidates must have previous paraplanning experience, having worked in a similar role at a Financial Planning or Wealth Management business recently. You should be Diploma qualified or will have started studying towards this. A strong knowledge of financial services products, specifically pensions and investments, is essential.
On offer is a generous package including benefits such as pension, life insurance, income protection, group share sheme etc. You'll enjoy support towards professional development, studies and progression within the company who have a culture of looking after their staff and promoting from within.