Paraplanner - Preston, United Kingdom - Aspire Executive Search

Aspire Executive Search
Aspire Executive Search
Verified Company
Preston, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
Paraplanner Preston, Salary £35000 (Dependent upon level of experience) Excellent benefits including a bonus and Parking, Hybrid working available


This is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach and are experienced in helping clients with complex needs.

Do you want to work for a company where you can share ideas and be part of a close-knit and caring team?

Would you like career progression for the future working with High net worth clients.

Then this could be the perfect role for you:
You will provide support to the whole team, including Financial Advisers and clients.


You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues.


  • Experience in cashflow planning and producing new reports
  • Knowledge of Tax and ability to carry out basic Tax calculations
  • Excellent use of Microsoft Word, Excel, and PowerPoint
  • Level 4 or higher qualification in financial planning
  • Experience in writing suitability reports

In return you will earn an excellent salary of up to £35,000 (very much dependent upon experience) and an annual discretionary bonus and parking and Hybrid working
An excellent team who will provide the right on boarding and training experience.
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