Paraplanner

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.

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• 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
  Employment type
  • Full-time
  Job function
  • Finance

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