A leading regional IFA practice is looking to recruit a paraplanner to join them in the Southport region. 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 workflow basis, not 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, specializing in holistic independent advice.
The Role
1. Working with clients broadly in the £250k plus space, providing full support to the team of Advisers.
2. Undertaking research and production of reports.
3. Dealing with client queries as required.
4. Attending team meetings as required, in person or remote.
5. Being the first point of contact for clients.
6. Other duties as required.
The Candidate
1. Experienced in paraplanning and technical support.
2. Ideally CII Dip or close to.
3. Experience of all major software packages and a range of platforms/providers.
Next Steps
Apply with a CV to the email below for a confidential discussion and review of opportunity and process.
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