Job Description

Our Client are a well-established firm of Chartered Accountants and Business Advisers who operate across Lancashire currently have a new opportunity for a Paraplanner to join their Wealth Management team based in Blackburn.
Day to day duties will include;

• Support our advisers in helping clients in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
• Act of a point of contact for all communication between clients and your advisers, both written and verbal
• Preparing reports for client meetings
• Process new business
• Prepare suitability reports

Our Client is looking for a self-driven, passionate individual who has the ability to multi-task and priorities effectively within a professional busy environment. In return, our client offers a competitive salary and benefits package in a leading environment.

Required Knowledge, Skills, and Abilities

Certificate in Financial Planning is desirable or working towards. Paraplanning / IFA Admin experience is essential. Strong IT skills. Strong organization skills. Excellent team-worker.