Hybrid Paraplanner: Wealth Management & Reports
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 Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Mitchell Hall Consulting's client, a well established Wealth management firm, is seeking a Paraplanner to be based at their Lytham office. You’ll handle fund research, client letters and suitability reports, working closely with IFAs and supporting the advisory team.
The role is hybrid with a salary up to £50,000 (DOE) and a comprehensive benefits package. Ideal candidates have about 2 years Paraplanner experience and Level 4 Diploma (or near completion) and strong knowledge of Investment,
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