Paraplanner
Job in
Lytham, Lytham St Annes, Lancashire, FY8 1AA, 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 Services, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Paraplanner role - Well established Wealth firm
My client is a well established Wealth management firm, and are looking to augment their successful team with a Paraplanner to be based at their Lytham office.
You’ll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team.
A competitive salary of up to £50,000 (DOE) is on offer with this hybrid role, along with comprehensive benefits.
Ideally, you’ll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing) & strong knowledge of Investment, Protection, and Pension products.
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