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Paraplanner

Paraplanner

Ferguson Dean Limited

Posted 3 days ago, valid for 8 days

Stockport, Cheshire SK2 5JF, England

Full Time

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Sonic Summary

A national IFA practice is seeking two paraplanners for their Stockport office as part of their expansion efforts.
The role involves providing support to a team of advisers, working with clients in the £250k plus range, and includes research and report production.
Candidates should have experience in paraplanning and technical support, ideally with a CII Diploma or nearing completion.
The position offers an excellent salary, study support, a defined career path, and comprehensive benefits including a pension.
Applicants should have experience with major software packages and a range of platforms/providers.

A national IFA practice are looking for two paraplanners to join their Stockport office. They are a rapidly expanding firm with three offices in the UK- Stockport, London and Birmingham . 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.

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