A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required.
Package
~ Excellent salary, study support, defined career path, excellent benefits and pension,
The company
~ A leading Wealth Management practice who are acquiring retiring client portfolios.
The Role
Working with an Adviser whose firm has been acquired by the practice and providing them with technical support.
Providing full paraplanning support.
Undertaking research and production of reports
Dealing with client queries as required
Attending team meetings as required, in face or remote.
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.
Next steps
~ Apply with a CV to below email for confidential discussion and review of opportunity and process