Paraplanner
- Recruiter
- MB Fitzgerald
- Location
- Penwortham
- Posted
- 31 Jul 2018
- Closes
- 13 Sep 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
A leading Wealth Management organisation with offices in the Preston are currently seek to recruit a Paraplanner to join their Wealth Planning team.
As part of the Wealth Planning team you will be working alongside 2 Advisers who provide whole of market, ethical financial advice to private clients who have suffered Personal Injury. The idea is to invest their clients' money in a way so that it can pay for their long term care and last their whole life. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Planners and Directors with paraplanning support on a daily basis.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have 3 years experience as a minimum working within either a Wealth Management or IFA environment.
Candidates should ideally hold their level 4 diploma although those working towards will also be considered.