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A leading regional IFA practice are 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 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.
