Opportunity for a Paraplanner still looking to learn & develop. This business has expanded healthily the last few years and growth is continuing, adding a further Advisor along with this additional support post.
* Job Title/Location: Paraplanner, Chester
* Salary: £38,000 - £45,000 + generous pension contribution + PMI + study support
* Office/WFH: Opportunity to work up to 2 days WFH with 3 days office-based
* Requirements: Paraplanning experience in an IFA/Wealth Management environment (open to those looking to progress through to an advisory role)
* Role Snapshot: Work alongside Advisers, develop a client financial plan, perform periodic client reviews, suitability reports, collate recommendations and build relationships with Providers
The Company: Our client is an established IFA business that has expanded in recent years and again this opening is due to adding another Advisor to the business and in turn expanding the support team. Our client focuses on pensions, IHT and various investment portfolios, providing a highly personalised financial planning service.
The Role: The Paraplanner role comes with a wide-ranging set of responsibilities, including:
1. Develop a financial plan for new & existing clients liaising with the Adviser
2. Perform periodic reviews...