2 paraplanner jobs found in Lancashire

PARAPLANNER - REMOTE ROLE BI-MONTHLY VISITS TO THE PRESTON OFFICE SALARY UP TO £38,000 Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK click apply for full job details

PARAPLANNER - REMOTE ROLE BI-MONTHLY VISITS TO THE PRESTON OFFICE SALARY UP TO £38,000 Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK. A Paraplanner is now required to join the successful and growing Financial Planning/Wealth Management team. This opportunity will provide the incumbent with an excellent platform to develop a successful career in buoyant industry. With an enviable reputation for training, nurturing and developing all staff and offering unrivalled career development opportunities. Working as part of a team to deliver first class client service, the key elements of the role include: " Liaising with financial planning consultants to understand client objectives " Carrying out research and preparing illustrations " Preparing suitability letters...