Paraplanner

4 weeks ago

Southport, United Kingdom Ferguson Dean Full time

A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required.


Package


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


The company


  • A leading Wealth Management practice who are acquiring retiring client portfolios.


The Role

  • Working with an Adviser whose firm has been acquired by the practice and providing them with technical support.
  • Providing full paraplanning 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

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