Paraplanner opportunity - Chartered IFA Wealth Practice
My client is a leading Chartered IFA Wealth Practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing an experienced Paraplanner for their Chester office.
You'll deal with a wide range of Paraplanner functions such as researching products, cash flow analysis, preparing valuations & technical queries, amongst other aspects. A competitive salary to £45,000 plus bracket, for an experienced Paraplanner, but there is flexibility for the right candidate around this level. Substantial benefits are also on offer with this role and there is support with further professional advancement with this opportunity, to allow you to gain further exams!
The role is office based, but with flexi-working on offer for staff and the office promotes longevity within it's team!
Ideally, you'll be an experienced Paraplanner, CII Level 4 Diploma in Financial Planning qualified and studying towards Chartered Status. Knowledge of IHTs, CGT, IO, Selecta Pension, Trigold, Assure Web and other platforms, would be desirable.
My client is flexible and might consider a less experienced Paraplanner with some RO exams, who is keen to progress!
Click and apply for this sought after opportunity, as a short list is being drawn up for interview, as we speak