Paraplanner - South Lake District. Part-time accepted

Taylor Court Search & Selection
30000.00 GBP Annual
26 Sep 2017
24 Oct 2017
Contract Type
Full Time

An exciting opportunity exists within a highly profitable, highly dynamic & forward thinking financial advisory company in the Milnthorpe/South Lake District area;

A capable Paraplanner is required to complete all necessary fund research & suitability reports/recommendations.

An applicant with previous experience in liaising closely with clients on a day to day basis and also face to face client exposure is highly preferred, as is a previous IFA company background and a previous role held in supporting any MD/senior and/or CII Chartered IFA with their paraplanning.

You will be however be technically minded and have previous exposure to a wide range of financial planning back office software packages.

Flexible working days & hours offered (choose hours : 8am-4pm OR 9am-5pm OR 10am-6pm)

Part-time applicants considered - days to suit you. School hours 0900 - 1500 also acceptable

Generous benefit package with 25 holiday, all exams & exam material paid for & study leave given

Wide range of candidates with Financial Services background will be considered

Refer to our website for further/contact details & call us or apply

Taylor Court Search & Selection Ltd.

info(at) for fast-track CV applications