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Paraplanner

4 months ago

Preston UK, Lancashire, United Kingdom Ferguson Dean Full time

A Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered accreditation with an opportunity to move towards Advisory if you wish. The role is hybrid.

They are part of a larger national group but are independent of their influence.


Package


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


The company


  • An award winning, Chartered Financial Planning practice with investor in people accreditation.


The Role

  • Working with a team of financial planners across the North West of England.
  • 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