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Paraplanner

4 months ago

Altrincham UK, Greater Manchester, United Kingdom Ferguson Dean Full time

A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Altrincham . This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support . The firm will support you to reach Chartered status and have a clearly defined career path for paraplanners. Working on a one to one basis, you will be assigned to an adviser and acting as their first point of contact.


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 North West, in both accumulation and retirement phases.
  • 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