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Paraplanner

Preston (Lancashire)
Mitchell Hall Consulting
Posted: 6 October
Offer description

Paraplanner role - IFA Wealth Management firm

My client is an IFA Wealth management firm in Preston, and are looking to augment their small, but successful team with a Paraplanner to work from their office there.

You'll be dealing with aspects of fund research, client letters, suitability reports, assisting the team, amongst other duties, making you a pivotal member of the team.

A competitive salary of up to £35,000 is on offer with this office based role, along with comprehensive benefits.

Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma, knowledge of Investment, Protection, and Pension products & be an organised team player to help colleagues when needed.

Click and apply ASAP as my client is considering CVs as we speak

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