A Chorley based Chartered IFA firm are hiring an additional trainee Paraplanner to join their growing team.
The role is ideal for an experienced IFA Administrator who would like to make the jump to Paraplanning and this cant be catered for in their current firm.
Salary and package very competitive.
You will support the Paraplanner and the role will see you interpret Adviser client files post meeting which will set out the clients requirements. From there you will use various research tools to create a comprehensive suitability report with full training throughout.
To be suitable for this role you will have experience in creating working in a wealth management environment. Also you will have the ability to give and receive constructive feedback and confident in deliver details and facts. You will also be working towards or have a willingness to obtain Diploma in regulated financial planning and beyond.
In return you will receive a great salary and benefits package. Please contact Peter Stebbings on 0781 7661587 or email email@example.comHelp