Paraplanner
1 month ago
About the Company
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.
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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