Paraplanner – Hybrid Wealth Management & Fund Research
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-08-29
Listing for:
Mitchell Hall Consulting
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
Job Description & How to Apply Below
Mitchell Hall Consulting seeks a Paraplanner for a well established Wealth management client in the Lytham area. The role is hybrid, focusing on fund research, client letters, suitability reports and close collaboration with IFAs to support client financial planning.
Ideal candidates have at least 2 years Paraplanner experience, Level 4 Diploma (or near completion) and strong knowledge of Investment, Protection and Pension products. Salary up to 50,000 DOE with comprehensive benefits.
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