Paraplanner

A leading regional IFA practice are looking to recruit a paraplanner to join them in Chester. They are a rapidly expanding firm with three offices across the North West. 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 but this could change as the firm continues to expand. Package

• Excellent salary, study support, defined career path, excellent benefits and pension, The company
• A regional firm, specialising in holistic independent advice. 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