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Financial Support Specialist
2 months ago
We are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a crucial role in supporting our advisors by providing high-quality financial reports and research.
Key Responsibilities- Provide detailed financial reports and research to support our advisors
- Work closely with the wider team to ensure seamless delivery of advice and service
- Support clients in making informed decisions about their financial futures
- Competitive salary: Up to £36,000 based on experience
- Exceptional benefits package, including bi-annual bonuses, pension, exam support, and 25 days annual leave
- Central location with great access to Chester's transport links
- Proven experience as a paraplanner or in a similar financial support role
- Strong analytical skills and attention to detail
- Excellent communication skills
- Ability to organise and prioritise workload
- DipPFS qualified or working towards
- Previous experience of working within a IFA firm