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Job Description & How to Apply Below
We are a leading regional IFA practice looking to recruit a paraplanner in Chester. We have three offices across the North West and work with a broad spectrum of clients. The role will involve working on a workflow basis, supporting our team of advisers as the firm expands.
Base pay rangeDirect message the job poster from Ferguson Dean
Package- Excellent salary, study support, defined career path, excellent benefits and pension
- A regional firm, specialising in holistic independent advice.
- Working with clients broadly in the £250k plus space but 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.
- Experienced in paraplanning and technical support.
- Ideally CII Dip or close to.
- Experience of all major software packages and range of platforms/providers.
- Apply with a CV to the email below for confidential discussion and review of opportunity and process. Seniority level
- Associate
- Full-time
- Finance
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