Paraplanner

2 weeks ago


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.


Do you have the right skills and experience for this role Read on to find out, and make your application.

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

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