Paraplanner – Near Preston, Lancashire – Salary: £30,000 - £35,000

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Lancashire based Paraplanner job opportunity.

Paraplanner – Near Preston, Lancashire – Salary: £30,000 - £35,000

This financial services firm is located just outside Preston, Lancashire and very accessible via car with free parking available.

I have met this Lancashire based Wealth Management firm who have won multiple Financial Services awards.

You will be joining an established business with a low staff turnover and working alongside experienced Financial Advisors.

Your duties will involve:

  • Working alongside Financial Advisors with technical support and Financial Planning reports.
  • Providing research analysis on investment funds and other financial planning products for clients.
  • Working with compliance dept on all client portfolios.

This role has a wide scope of technical duties that offers job satisfaction, and are committed to continual personal development.

Requirements for this role:

  • Ideally, Paraplanning experience but must have recent experience of working in an IFA Practice in a support function.
  • Ideally, Diploma in Financial Planning qualified or nearly completed.
  • It would be desirable if you have experience in writing suitability reports.

If you have the above experience and would like to discuss it in more detail, please contact Philip Gordon who is a Financial Services specialist recruiter at Prestige Recruitment Group. Contact number’s: 0151 601 6000 / 07557 043 246 or email .

I am also on LinkedIn.

Please visit our website 

Prestige Recruitment Group are acting as an employment agency, supplying high calibre Financial Services & Insurance staff throughout Liverpool, Manchester and the North West region  

PLEASE NOTE: Unfortunately, due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.

27 May 2021
Financial Planning
Lancashire, Preston