Paraplanner - united kingdom, chorley, lancashire
the opportunity for an experienced paraplanner to join a leading regional financial planning practice in lancashire. what will the role entail? accurately interpret the advisers client files to ascertain the client s needs and advisers instructions to translate this successfully into a financial planning report. carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client s needs. what's on offer? up to 28 days holiday + bank holidays company pension contributions dis hybrid working full support with professional qualifications staff bonus scheme free on-site parking. what next? apply today to be considered for this opportunity. if suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your cv to the client. in this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. additionally, refer a friend or colleague to us and receive gbp200 in vouchers if we assist them in securing a new career. synonyms: report writer, financial planner, technical sales support, technical planner, para planner, wealth management, financial planning, paraplanning, para-planner, financial advice, ifa
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