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Paraplanner

3 months ago

Preston, Lancashire, United Kingdom Ferguson Dean Full time

A Chartered IFA practice in Lancashire is seeking a paraplanner to join their team. They have a team of 5 paraplanners and additional support staff, managing over £1bn in AUM with advisors across the North West.
You will support the advisors on a work flow basis, not one-to-one.
Full study support will be provided for Dip and Chartered accreditation, with an opportunity to progress towards Advisory if desired. The role is hybrid.
They are part of a larger national group but maintain their independence.

Package:
- Excellent salary
- Study support
- Defined career path
- Excellent pensions and benefits

The company:
An award-winning Chartered Financial Planning practice with Investor in People accreditation.

The Role:
- Working with a team of financial planners across the North West of England.
- Providing full technical support
- Undertaking research and production of reports
- Handling client queries as needed
- Attending team meetings in person or remotely
- Other duties as necessary.

The Candidate:
- Experienced in paraplanning and technical support
- Ideally CII Dip qualified or close to it
- Familiarity with major software packages and various platforms/providers.

Next Steps:
Apply with a CV for a confidential discussion and review of the opportunity and process.