Paraplanner

1 month ago


StokeonTrent Staffordshire, United Kingdom Ferguson Dean Full time

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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