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Paraplanner

3 months ago

City Of StokeOnTrent, United Kingdom Ferguson Dean Full time

A leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to expand their technical support team. Working on a one to one basis, you will be assigned to an adviser and acting as their first point of contact.


Package


  • Excellent salary, study support, defined career path, excellent benefits and pension,


The company


  • A Chartered Financial Planning practice.


The Role

  • Working directly with a Chartered Adviser who has clients across the Staffordshire region,
  • Providing full technical support
  • Undertaking research and production of reports
  • Dealing with client queries as required
  • Attending team meetings as required, in face or remote.
  • Other duties as required.



The candidate


  • Experienced in paraplanning and technical support.
  • Ideally CII Dip or close to.
  • Experience of all major software packages and range of platforms/providers.




Next steps


  • Apply with a CV to below email for confidential discussion and review of opportunity and process