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Paraplanner

2 months ago

Wirral UK, Cheshire, United Kingdom Ferguson Dean Full time

A leading national IFA practice are looking to recruit a paraplanner to join them in their Wirral office. This multi office firm are going through a period of rapid growth and have a defined career path in place to move into advice. They are a generalist practice and work with a broad spectrum of clients. You will be working on a work flow basis, not on one to one with a specified Adviser.


Package


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


The company


  • A national IFA practice


The Role

  • Working with clients broadly in the £250k plus space but working on a generalist basis, providing full support to the team of Advisers.
  • Undertaking research and production of reports
  • Dealing with client queries as required
  • Attending team meetings as required, in face or remote.
  • Being the first point of contact for clients
  • 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