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Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers.
The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation. They will compile and recommend comprehensive reports to meet a clients’ overall objectives.
Key Skills required:
Good IT skills, preferably with experience of the back-office system, Intelliflo
Knowledge of using Wrap platforms
Good level of literacy and numeracy skills
Ability to produce cash flow analysis reports
Salary is flexible dependent on experience.
Ideally Diploma qualified.
Flexible start and finish time and 2 days working from home if required.
Please apply on-line or contact Cameron James for full information
